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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 | $88,764 | $183,539-51.6% | $155,556-42.9% | $145,897-39.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.48% | 61.31%-50.8pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $987 | $5,315-81.4% | $4,675-78.9% | $4,663-78.8% |
| Participant deferral / active EE | $5,493 | $6,467-15.1% | $5,631-2.5% | $6,689-17.9% |
| Admin fee / account holder | $2,630 | $19,275-86.4% | $15,885-83.4% | $13,390-80.4% |