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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 | $63,085 | $111,830-43.6% | $93,696-32.7% | $145,884-56.8% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 9.08% | 204.08%-195.0pp | 133.74%-124.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $446 | $3,093-85.6% | $2,422-81.6% | $4,662-90.4% |
| Participant deferral / active EE | $4,563 | $4,920-7.3% | $4,417+3.3% | $6,690-31.8% |
| Admin fee / account holder | $2,867 | $10,249-72.0% | $8,287-65.4% | $13,392-78.6% |