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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 | $57,996 | $176,105-67.1% | $159,474-63.6% | $167,536-65.4% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 13.60% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $603 | $5,299-88.6% | $4,831-87.5% | $4,839-87.5% |
| Participant deferral / active EE | $5,431 | $7,751-29.9% | $7,353-26.1% | $6,342-14.4% |
| Admin fee / account holder | $7,471 | $12,559-40.5% | $10,802-30.8% | $12,315-39.3% |