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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 | $20,052 | $111,830-82.1% | $93,696-78.6% | $145,884-86.3% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+14.9pp |
| Annual return | 19.37% | 204.08%-184.7pp | 133.74%-114.4pp | 551.85%-532.5pp |
| Employer contribution / active EE | $471 | $3,093-84.8% | $2,422-80.6% | $4,662-89.9% |
| Participant deferral / active EE | $4,384 | $4,920-10.9% | $4,417-0.7% | $6,690-34.5% |
| Admin fee / account holder | $2,499 | $10,249-75.6% | $8,287-69.8% | $13,392-81.3% |