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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 | $78,795 | $183,978-57.2% | $162,171-51.4% | $152,885-48.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 23.51% | 150.78%-127.3pp | 115.60%-92.1pp | 345.39%-321.9pp |
| Employer contribution / active EE | $1,343 | $6,370-78.9% | $5,613-76.1% | $4,763-71.8% |
| Participant deferral / active EE | $4,542 | $8,033-43.5% | $7,297-37.8% | $5,851-22.4% |
| Admin fee / account holder | $483 | $13,122-96.3% | $10,843-95.5% | $11,598-95.8% |