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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 | $101,875 | $102,385-0.5% | $147,080-30.7% | $80,935+25.9% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 15.46% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $631 | $3,717-83.0% | $4,933-87.2% | $2,757-77.1% |
| Participant deferral / active EE | $4,615 | $6,651-30.6% | $8,066-42.8% | $4,299+7.3% |
| Admin fee / account holder | $5,500 | $7,951-30.8% | $12,989-57.7% | $6,924-20.6% |