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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 | $82,648 | $162,136-49.0% | $152,301-45.7% | $154,746-46.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 51.44% | 91.02%-39.6pp | 80.50%-29.1pp | 172.34%-120.9pp |
| Employer contribution / active EE | $580 | $4,890-88.1% | $4,624-87.5% | $4,379-86.8% |
| Participant deferral / active EE | $5,244 | $8,341-37.1% | $8,004-34.5% | $6,730-22.1% |
| Admin fee / account holder | $23,875 | $15,759+51.5% | $14,398+65.8% | $14,365+66.2% |