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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 | $34,598 | $165,399-79.1% | $149,745-76.9% | $158,982-78.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.42% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $802 | $5,105-84.3% | $4,646-82.7% | $4,763-83.2% |
| Participant deferral / active EE | $4,112 | $7,183-42.8% | $6,843-39.9% | $5,983-31.3% |
| Admin fee / account holder | $1,653 | $10,811-84.7% | $9,312-82.3% | $11,252-85.3% |