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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 | $31,169 | $86,298-63.9% | $111,308-72.0% | $85,847-63.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.58% | 19.99%-4.4pp | 54.67%-39.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $436 | $2,044-78.7% | $2,732-84.0% | $2,565-83.0% |
| Participant deferral / active EE | $1,793 | $3,641-50.8% | $4,487-60.0% | $3,952-54.6% |
| Admin fee / account holder | $929 | $8,189-88.7% | $7,965-88.3% | $6,261-85.2% |