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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 | $16,424 | $111,535-85.3% | $105,223-84.4% | $137,256-88.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $691 | $3,939-82.4% | $3,689-81.3% | $4,156-83.4% |
| Participant deferral / active EE | $2,370 | $5,500-56.9% | $5,072-53.3% | $6,407-63.0% |
| Admin fee / account holder | $526 | $9,721-94.6% | $8,859-94.1% | $12,270-95.7% |