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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 | $3,425 | $72,071-95.2% | $68,368-95.0% | $137,256-97.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 21.17% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $277 | $2,788-90.1% | $2,649-89.5% | $4,156-93.3% |
| Participant deferral / active EE | $979 | $4,410-77.8% | $4,123-76.3% | $6,407-84.7% |
| Admin fee / account holder | $903 | $5,336-83.1% | $5,150-82.5% | $12,270-92.6% |