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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 | $20,004 | $88,778-77.5% | $81,844-75.6% | $145,884-86.3% |
| Participation rate | 95.0% | 75.1%+19.9pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 16.61% | 1033.03%-1016.4pp | 778.87%-762.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,505 | $4,648+40.0% | $4,323+50.5% | $6,690-2.8% |
| Admin fee / account holder | $938 | $8,430-88.9% | $7,355-87.3% | $13,392-93.0% |