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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 | $26,666 | $160,070-83.3% | $147,117-81.9% | $145,897-81.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 9.97% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $779 | $5,285-85.3% | $4,932-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $2,736 | $8,419-67.5% | $8,065-66.1% | $6,689-59.1% |
| Admin fee / account holder | $4,649 | $15,035-69.1% | $12,993-64.2% | $13,390-65.3% |