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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 | $75,244 | $184,000-59.1% | $162,185-53.6% | $152,909-50.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.96% | 150.80%-123.8pp | 115.61%-88.6pp | 345.46%-318.5pp |
| Employer contribution / active EE | $966 | $6,370-84.8% | $5,613-82.8% | $4,764-79.7% |
| Participant deferral / active EE | $3,995 | $8,033-50.3% | $7,297-45.2% | $5,851-31.7% |
| Admin fee / account holder | $1,105 | $13,124-91.6% | $10,844-89.8% | $11,601-90.5% |