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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 | $73,421-55.2% | $66,439-50.5% | $155,188-78.8% |
| Participation rate | 70.0% | 79.7%-9.7pp | 74.5%-4.5pp | 80.8%-10.8pp |
| Annual return | 23.28% | 1382.37%-1359.1pp | 757.66%-734.4pp | 148.84%-125.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,964 | $4,680+134.3% | $3,876+182.9% | $6,531+67.9% |
| Admin fee / account holder | $6,404 | $8,856-27.7% | $6,173+3.7% | $14,480-55.8% |