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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 | $32,890 | $68,097-51.7% | $62,929-47.7% | $137,256-76.0% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 23.28% | 1859.11%-1835.8pp | 1063.93%-1040.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,964 | $4,553+140.8% | $3,888+182.0% | $6,407+71.1% |
| Admin fee / account holder | $6,404 | $6,521-1.8% | $5,065+26.4% | $12,270-47.8% |