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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 | $58,993 | $100,060-41.0% | $149,721-60.6% | $70,126-15.9% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.1%-10.1pp | 69.5%+7.4pp |
| Annual return | 16.44% | 27.46%-11.0pp | 1501.67%-1485.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $689 | $3,661-81.2% | $5,444-87.3% | $2,343-70.6% |
| Participant deferral / active EE | $5,471 | $4,982+9.8% | $6,568-16.7% | $3,332+64.2% |
| Admin fee / account holder | $4,877 | $8,285-41.1% | $11,282-56.8% | $4,645+5.0% |