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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 | $32,464 | $157,296-79.4% | $141,191-77.0% | $152,897-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.82% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $258 | $5,262-95.1% | $4,736-94.5% | $4,764-94.6% |
| Participant deferral / active EE | $2,583 | $7,111-63.7% | $6,710-61.5% | $5,851-55.9% |
| Admin fee / account holder | $2,413 | $12,125-80.1% | $10,264-76.5% | $11,599-79.2% |