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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 | $55,116 | $84,708-34.9% | $75,714-27.2% | $167,536-67.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 14.91% | 199.62%-184.7pp | 104.62%-89.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $322 | $3,231-90.0% | $2,744-88.3% | $4,839-93.3% |
| Participant deferral / active EE | $3,579 | $4,577-21.8% | $3,820-6.3% | $6,342-43.6% |
| Admin fee / account holder | $4,701 | $5,358-12.3% | $3,619+29.9% | $12,315-61.8% |