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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 | $92,318 | $183,988-49.8% | $162,177-43.1% | $152,897-39.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.94% | 150.79%-130.8pp | 115.60%-95.7pp | 345.43%-325.5pp |
| Employer contribution / active EE | $518 | $6,370-91.9% | $5,613-90.8% | $4,764-89.1% |
| Participant deferral / active EE | $7,816 | $8,032-2.7% | $7,297+7.1% | $5,851+33.6% |
| Admin fee / account holder | $17,504 | $13,123+33.4% | $10,843+61.4% | $11,599+50.9% |