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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 | $63,795 | $209,422-69.5% | $178,503-64.3% | $158,982-59.9% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 21.49% | 188.81%-167.3pp | 151.12%-129.6pp | 302.99%-281.5pp |
| Employer contribution / active EE | $864 | $5,707-84.9% | $5,011-82.8% | $4,763-81.9% |
| Participant deferral / active EE | $2,804 | $5,955-52.9% | $5,202-46.1% | $5,983-53.1% |
| Admin fee / account holder | $2,337 | $17,079-86.3% | $13,987-83.3% | $11,252-79.2% |