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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 | $49,742 | $227,291-78.1% | $214,702-76.8% | $155,188-67.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.50% | 60.08%-45.6pp | 54.55%-40.1pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,382 | $6,772-79.6% | $6,461-78.6% | $4,248-67.5% |
| Participant deferral / active EE | $6,510 | $9,582-32.1% | $9,147-28.8% | $6,531-0.3% |
| Admin fee / account holder | $545 | $20,413-97.3% | $19,830-97.3% | $14,480-96.2% |