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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 | $26,460 | $160,028-83.5% | $147,080-82.0% | $145,884-81.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 16.21% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,502 | $8,422+95.9% | $8,066+104.6% | $6,690+146.7% |
| Admin fee / account holder | $2,972 | $15,030-80.2% | $12,989-77.1% | $13,392-77.8% |