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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 | $36,521 | $160,059-77.2% | $140,019-73.9% | $135,379-73.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | 12.05% | 911.44%-899.4pp | 651.15%-639.1pp | 519.79%-507.7pp |
| Employer contribution / active EE | $906 | $6,420-85.9% | $5,605-83.8% | $4,779-81.0% |
| Participant deferral / active EE | $8,601 | $7,641+12.6% | $6,927+24.2% | $5,609+53.3% |
| Admin fee / account holder | $10,327 | $13,328-22.5% | $10,705-3.5% | $10,828-4.6% |