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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 | $37,880 | $196,972-80.8% | $182,262-79.2% | $198,609-80.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.99% | 158.27%-141.3pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,380 | $5,364-74.3% | $5,046-72.7% | $5,055-72.7% |
| Participant deferral / active EE | $6,255 | $8,643-27.6% | $8,276-24.4% | $6,977-10.3% |
| Admin fee / account holder | $428 | $18,429-97.7% | $16,712-97.4% | $19,030-97.8% |