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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 | $33,155 | $209,422-84.2% | $178,503-81.4% | $158,982-79.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 8.23% | 188.81%-180.6pp | 151.12%-142.9pp | 302.99%-294.8pp |
| Employer contribution / active EE | $408 | $5,707-92.9% | $5,011-91.9% | $4,763-91.4% |
| Participant deferral / active EE | $3,998 | $5,955-32.9% | $5,202-23.2% | $5,983-33.2% |
| Admin fee / account holder | $309 | $17,079-98.2% | $13,987-97.8% | $11,252-97.3% |