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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 | $37,300 | $105,200-64.5% | $159,474-76.6% | $85,847-56.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.32% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $206 | $3,319-93.8% | $4,831-95.7% | $2,565-92.0% |
| Participant deferral / active EE | $3,838 | $5,946-35.4% | $7,353-47.8% | $3,952-2.9% |
| Admin fee / account holder | $819 | $6,934-88.2% | $10,802-92.4% | $6,261-86.9% |