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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 | $30,728 | $99,011-69.0% | $86,582-64.5% | $147,586-79.2% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 11.65% | 1312.75%-1301.1pp | 965.08%-953.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,074 | $3,972-47.8% | $3,609-42.5% | $5,439-61.9% |
| Admin fee / account holder | $2,899 | $5,709-49.2% | $4,904-40.9% | $10,886-73.4% |