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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 | $24,648 | $108,922-77.4% | $100,398-75.4% | $145,978-83.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.26% | 58.04%-41.8pp | 49.32%-33.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,185 | $8,450+67.9% | $8,084+75.5% | $6,690+112.0% |
| Admin fee / account holder | $957 | $9,680-90.1% | $7,893-87.9% | $13,400-92.9% |