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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 | $31,111 | $157,304-80.2% | $141,197-78.0% | $152,909-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.11% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $621 | $5,263-88.2% | $4,736-86.9% | $4,764-87.0% |
| Participant deferral / active EE | $3,516 | $7,111-50.6% | $6,710-47.6% | $5,851-39.9% |
| Admin fee / account holder | $1,741 | $12,126-85.6% | $10,265-83.0% | $11,601-85.0% |