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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 | $41,188 | $209,422-80.3% | $178,503-76.9% | $158,982-74.1% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 39.02% | 188.81%-149.8pp | 151.12%-112.1pp | 302.99%-264.0pp |
| Employer contribution / active EE | $1,012 | $5,707-82.3% | $5,011-79.8% | $4,763-78.8% |
| Participant deferral / active EE | $3,443 | $5,955-42.2% | $5,202-33.8% | $5,983-42.5% |
| Admin fee / account holder | $4,251 | $17,079-75.1% | $13,987-69.6% | $11,252-62.2% |