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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 | $66,871 | $102,422-34.7% | $147,117-54.5% | $80,959-17.4% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 13.54% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $749 | $3,717-79.8% | $4,932-84.8% | $2,757-72.8% |
| Participant deferral / active EE | $5,710 | $6,652-14.2% | $8,065-29.2% | $4,300+32.8% |
| Admin fee / account holder | $948 | $7,953-88.1% | $12,993-92.7% | $6,925-86.3% |