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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,975 | $105,145-70.5% | $94,664-67.3% | $139,466-77.8% |
| Participation rate | 78.9% | 82.4%-3.4pp | 80.8%-1.9pp | 80.3%-1.4pp |
| Annual return | 257.36% | 38.09%+219.3pp | 156.84%+100.5pp | 373.66%-116.3pp |
| Employer contribution / active EE | $8 | $4,107-99.8% | $3,673-99.8% | $4,754-99.8% |
| Participant deferral / active EE | $8,355 | $7,599+10.0% | $7,417+12.6% | $6,712+24.5% |
| Admin fee / account holder | $2,118 | $8,972-76.4% | $7,222-70.7% | $11,409-81.4% |