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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 | $29,920 | $162,136-81.5% | $152,301-80.4% | $154,746-80.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.61% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $798 | $4,890-83.7% | $4,624-82.8% | $4,379-81.8% |
| Participant deferral / active EE | $2,697 | $8,341-67.7% | $8,004-66.3% | $6,730-59.9% |
| Admin fee / account holder | $4,522 | $15,759-71.3% | $14,398-68.6% | $14,365-68.5% |