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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 | $26,279 | $157,296-83.3% | $141,191-81.4% | $152,897-82.8% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.5%-6.3pp |
| Annual return | 20.17% | 64.34%-44.2pp | 71.41%-51.2pp | 345.43%-325.3pp |
| Employer contribution / active EE | $404 | $5,262-92.3% | $4,736-91.5% | $4,764-91.5% |
| Participant deferral / active EE | $4,194 | $7,111-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $1,844 | $12,125-84.8% | $10,264-82.0% | $11,599-84.1% |