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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 | $45,261 | $88,778-49.0% | $81,844-44.7% | $145,884-69.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.88% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,999 | $4,648-14.0% | $4,323-7.5% | $6,690-40.2% |
| Admin fee / account holder | $758 | $8,430-91.0% | $7,355-89.7% | $13,392-94.3% |