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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 | $64,447 | $198,457-67.5% | $170,435-62.2% | $147,586-56.3% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 18.71% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,028 | $6,183-83.4% | $5,432-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $4,333 | $5,629-23.0% | $4,939-12.3% | $5,439-20.3% |
| Admin fee / account holder | $649 | $16,852-96.1% | $13,881-95.3% | $10,886-94.0% |