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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 | $39,958 | $108,911-63.3% | $100,392-60.2% | $145,884-72.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 14.92% | 58.23%-43.3pp | 49.45%-34.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,952 | $8,459+53.1% | $8,090+60.1% | $6,690+93.6% |
| Admin fee / account holder | $5,924 | $9,698-38.9% | $7,904-25.0% | $13,392-55.8% |