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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 | $42,389 | $160,028-73.5% | $147,080-71.2% | $145,884-70.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.22% | 98.60%-84.4pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $972 | $5,286-81.6% | $4,933-80.3% | $4,662-79.1% |
| Participant deferral / active EE | $4,059 | $8,422-51.8% | $8,066-49.7% | $6,690-39.3% |
| Admin fee / account holder | $389 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |