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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 | $52,540 | $154,145-65.9% | $130,014-59.6% | $139,427-62.3% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.8pp |
| Annual return | 18.23% | 32.49%-14.3pp | -137.22%+155.4pp | 373.27%-355.0pp |
| Employer contribution / active EE | $706 | $5,290-86.7% | $4,320-83.7% | $4,752-85.1% |
| Participant deferral / active EE | $4,718 | $6,711-29.7% | $5,821-18.9% | $6,711-29.7% |
| Admin fee / account holder | $5,679 | $14,009-59.5% | $10,616-46.5% | $11,404-50.2% |