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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 | $47,882 | $160,028-70.1% | $147,080-67.4% | $145,884-67.2% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 14.82% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.0pp |
| Employer contribution / active EE | $843 | $5,286-84.1% | $4,933-82.9% | $4,662-81.9% |
| Participant deferral / active EE | $6,835 | $8,422-18.8% | $8,066-15.3% | $6,690+2.2% |
| Admin fee / account holder | $1,868 | $15,030-87.6% | $12,989-85.6% | $13,392-86.1% |