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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 | $34,995 | $157,304-77.8% | $141,197-75.2% | $152,909-77.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.25% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $447 | $5,263-91.5% | $4,736-90.6% | $4,764-90.6% |
| Participant deferral / active EE | $4,639 | $7,111-34.8% | $6,710-30.9% | $5,851-20.7% |
| Admin fee / account holder | $1,802 | $12,126-85.1% | $10,265-82.4% | $11,601-84.5% |