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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 | $23,887 | $172,111-86.1% | $150,298-84.1% | $137,256-82.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.49% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $419 | $4,636-91.0% | $4,154-89.9% | $4,156-89.9% |
| Participant deferral / active EE | $2,993 | $6,166-51.5% | $5,453-45.1% | $6,407-53.3% |
| Admin fee / account holder | $964 | $16,471-94.1% | $14,116-93.2% | $12,270-92.1% |