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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 | $58,854 | $63,346-7.1% | $92,240-36.2% | $70,126-16.1% |
| Participation rate | 82.4% | 68.7%+13.7pp | 76.5%+5.9pp | 69.5%+12.8pp |
| Annual return | 15.34% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,401 | $2,854-15.9% | $3,897-38.4% | $3,332-27.9% |
| Admin fee / account holder | $1,154 | $3,841-70.0% | $5,194-77.8% | $4,645-75.2% |