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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 | $96,123-65.8% | $77,361-57.5% | $198,609-83.4% |
| Participation rate | 70.0% | 81.1%-11.1pp | 75.0%-5.0pp | 82.4%-12.4pp |
| Annual return | 23.28% | 2054.81%-2031.5pp | 1011.54%-988.3pp | 202.70%-179.4pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,964 | $4,975+120.4% | $3,911+180.3% | $6,977+57.1% |
| Admin fee / account holder | $6,404 | $9,471-32.4% | $5,894+8.7% | $19,030-66.3% |