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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 | $61,868 | $183,978-66.4% | $162,171-61.9% | $152,885-59.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.72% | 150.78%-128.1pp | 115.60%-92.9pp | 345.39%-322.7pp |
| Employer contribution / active EE | $1,294 | $6,370-79.7% | $5,613-76.9% | $4,763-72.8% |
| Participant deferral / active EE | $7,635 | $8,033-5.0% | $7,297+4.6% | $5,851+30.5% |
| Admin fee / account holder | $1,352 | $13,122-89.7% | $10,843-87.5% | $11,598-88.3% |