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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 | $28,524 | $181,062-84.2% | $158,223-82.0% | $155,188-81.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.22% | 57.39%-46.2pp | 52.09%-40.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $524 | $4,565-88.5% | $4,109-87.3% | $4,248-87.7% |
| Participant deferral / active EE | $2,639 | $6,134-57.0% | $5,467-51.7% | $6,531-59.6% |
| Admin fee / account holder | $7,239 | $18,825-61.5% | $16,047-54.9% | $14,480-50.0% |