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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 | $44,296 | $134,817-67.1% | $123,973-64.3% | $155,188-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 21.57% | 515.49%-493.9pp | 388.13%-366.6pp | 148.84%-127.3pp |
| Employer contribution / active EE | $809 | $4,425-81.7% | $4,126-80.4% | $4,248-81.0% |
| Participant deferral / active EE | $4,504 | $5,706-21.1% | $5,247-14.2% | $6,531-31.0% |
| Admin fee / account holder | $1,436 | $13,245-89.2% | $11,799-87.8% | $14,480-90.1% |