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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 | $87,793 | $132,634-33.8% | $115,768-24.2% | $137,256-36.0% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.4%+2.1pp | 80.0%-3.5pp |
| Annual return | 14.73% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $149 | $3,360-95.6% | $2,940-94.9% | $4,156-96.4% |
| Participant deferral / active EE | $3,061 | $5,619-45.5% | $4,917-37.7% | $6,407-52.2% |
| Admin fee / account holder | $4,942 | $15,028-67.1% | $12,439-60.3% | $12,270-59.7% |