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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 | $99,185 | $102,595-3.3% | $94,057+5.5% | $154,746-35.9% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 12.73% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,796 | $5,118-64.9% | $4,709-61.9% | $6,730-73.3% |
| Admin fee / account holder | $1,065 | $7,736-86.2% | $7,244-85.3% | $14,365-92.6% |