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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 | $101,722 | $152,592-33.3% | $125,180-18.7% | $152,885-33.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 22.89% | 54.84%-31.9pp | 43.79%-20.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $885 | $4,947-82.1% | $3,866-77.1% | $4,763-81.4% |
| Participant deferral / active EE | $4,184 | $5,868-28.7% | $4,937-15.3% | $5,851-28.5% |
| Admin fee / account holder | $522 | $13,435-96.1% | $9,703-94.6% | $11,598-95.5% |