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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 | $50,227 | $86,288-41.8% | $111,306-54.9% | $85,851-41.5% |
| Participation rate | 86.7% | 73.3%+13.3pp | 77.3%+9.3pp | 69.3%+17.3pp |
| Annual return | 20.94% | 19.99%+1.0pp | 54.67%-33.7pp | 318.63%-297.7pp |
| Employer contribution / active EE | $460 | $2,044-77.5% | $2,732-83.1% | $2,565-82.1% |
| Participant deferral / active EE | $2,298 | $3,641-36.9% | $4,488-48.8% | $3,952-41.9% |
| Admin fee / account holder | $1,814 | $8,189-77.8% | $7,966-77.2% | $6,261-71.0% |