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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 | $96,876 | $105,210-7.9% | $159,487-39.3% | $85,851+12.8% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 17.98% | 45.08%-27.1pp | 263.71%-245.7pp | 318.63%-300.7pp |
| Employer contribution / active EE | $357 | $3,319-89.2% | $4,831-92.6% | $2,565-86.1% |
| Participant deferral / active EE | $3,681 | $5,946-38.1% | $7,354-49.9% | $3,952-6.9% |
| Admin fee / account holder | $419 | $6,934-94.0% | $10,804-96.1% | $6,261-93.3% |