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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 | $53,088 | $105,198-49.5% | $159,455-66.7% | $85,856-38.2% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.8%-9.5pp | 69.3%+4.0pp |
| Annual return | 19.04% | 45.08%-26.0pp | 263.63%-244.6pp | 318.58%-299.5pp |
| Employer contribution / active EE | $509 | $3,319-84.7% | $4,830-89.5% | $2,565-80.2% |
| Participant deferral / active EE | $3,779 | $5,946-36.4% | $7,353-48.6% | $3,952-4.4% |
| Admin fee / account holder | $1,363 | $6,934-80.3% | $10,800-87.4% | $6,261-78.2% |