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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 | $83,356 | $157,304-47.0% | $141,197-41.0% | $152,909-45.5% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 15.57% | 64.34%-48.8pp | 71.41%-55.8pp | 345.46%-329.9pp |
| Employer contribution / active EE | $285 | $5,263-94.6% | $4,736-94.0% | $4,764-94.0% |
| Participant deferral / active EE | $5,061 | $7,111-28.8% | $6,710-24.6% | $5,851-13.5% |
| Admin fee / account holder | $3,366 | $12,126-72.2% | $10,265-67.2% | $11,601-71.0% |