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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 | $79,235 | $177,353-55.3% | $158,226-49.9% | $198,609-60.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 9.25% | 599.50%-590.2pp | 501.41%-492.2pp | 202.70%-193.4pp |
| Employer contribution / active EE | $529 | $3,239-83.7% | $2,986-82.3% | $5,055-89.5% |
| Participant deferral / active EE | $1,619 | $4,615-64.9% | $4,317-62.5% | $6,977-76.8% |
| Admin fee / account holder | $6,604 | $10,960-39.8% | $10,217-35.4% | $19,030-65.3% |