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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 | $45,958 | $79,223-42.0% | $102,460-55.1% | $74,478-38.3% |
| Participation rate | 76.1% | 74.8%+1.3pp | 76.5%-0.4pp | 67.2%+8.8pp |
| Annual return | 18.21% | 54.98%-36.8pp | 29.47%-11.3pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $245 | $2,363-89.6% | $3,025-91.9% | $2,626-90.7% |
| Participant deferral / active EE | $2,554 | $4,417-42.2% | $5,056-49.5% | $4,350-41.3% |
| Admin fee / account holder | $1,413 | $2,003-29.5% | $9,460-85.1% | $1,946-27.4% |