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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 | $50,118 | $176,077-71.5% | $159,455-68.6% | $167,518-70.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.08% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $640 | $5,298-87.9% | $4,830-86.8% | $4,838-86.8% |
| Participant deferral / active EE | $6,405 | $7,751-17.4% | $7,353-12.9% | $6,342+1.0% |
| Admin fee / account holder | $2,221 | $12,556-82.3% | $10,800-79.4% | $12,312-82.0% |