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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 | $37,009 | $157,296-76.5% | $141,191-73.8% | $152,897-75.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 21.55% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $761 | $5,262-85.5% | $4,736-83.9% | $4,764-84.0% |
| Participant deferral / active EE | $3,145 | $7,111-55.8% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $2,117 | $12,125-82.5% | $10,264-79.4% | $11,599-81.8% |