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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 | $55,857 | $202,342-72.4% | $172,752-67.7% | $152,897-63.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 15.91% | 1029.83%-1013.9pp | 802.97%-787.1pp | 345.43%-329.5pp |
| Employer contribution / active EE | $720 | $5,858-87.7% | $5,144-86.0% | $4,764-84.9% |
| Participant deferral / active EE | $3,256 | $5,948-45.3% | $5,198-37.4% | $5,851-44.4% |
| Admin fee / account holder | $12,197 | $17,111-28.7% | $13,955-12.6% | $11,599+5.2% |