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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 | $89,641 | $202,342-55.7% | $172,752-48.1% | $152,897-41.4% |
| Participation rate | 70.8% | 87.1%-16.2pp | 82.6%-11.8pp | 82.5%-11.6pp |
| Annual return | 18.40% | 1029.83%-1011.4pp | 802.97%-784.6pp | 345.43%-327.0pp |
| Employer contribution / active EE | $828 | $5,858-85.9% | $5,144-83.9% | $4,764-82.6% |
| Participant deferral / active EE | $3,154 | $5,948-47.0% | $5,198-39.3% | $5,851-46.1% |
| Admin fee / account holder | $20,030 | $17,111+17.1% | $13,955+43.5% | $11,599+72.7% |