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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 | $48,386 | $160,070-69.8% | $147,117-67.1% | $145,897-66.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 9.85% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $682 | $5,285-87.1% | $4,932-86.2% | $4,663-85.4% |
| Participant deferral / active EE | $10,456 | $8,419+24.2% | $8,065+29.7% | $6,689+56.3% |
| Admin fee / account holder | $1,556 | $15,035-89.7% | $12,993-88.0% | $13,390-88.4% |