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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 | $6,591 | $72,071-90.9% | $68,368-90.4% | $137,256-95.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 14.92% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $326 | $2,788-88.3% | $2,649-87.7% | $4,156-92.2% |
| Participant deferral / active EE | $1,625 | $4,410-63.2% | $4,123-60.6% | $6,407-74.6% |
| Admin fee / account holder | $1,201 | $5,336-77.5% | $5,150-76.7% | $12,270-90.2% |