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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 | $66,385 | $108,942-39.1% | $100,415-33.9% | $145,897-54.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 58.27%-45.0pp | 49.47%-36.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,768 | $8,461+86.4% | $8,091+94.9% | $6,689+135.7% |
| Admin fee / account holder | $3,899 | $9,702-59.8% | $7,906-50.7% | $13,390-70.9% |