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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 | $73,673 | $65,555+12.4% | $86,216-14.5% | $75,173-2.0% |
| Participation rate | 81.0% | 60.5%+20.5pp | 69.0%+12.0pp | 67.2%+13.7pp |
| Annual return | 23.87% | 46.07%-22.2pp | 1169.42%-1145.5pp | 160.72%-136.9pp |
| Employer contribution / active EE | $260 | $1,553-83.3% | $2,382-89.1% | $2,671-90.3% |
| Participant deferral / active EE | $3,299 | $3,023+9.1% | $3,986-17.2% | $4,126-20.0% |
| Admin fee / account holder | $1,011 | $5,469-81.5% | $6,853-85.3% | $5,651-82.1% |