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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 | $32,622 | $178,174-81.7% | $156,181-79.1% | $137,256-76.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.29% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $937 | $4,972-81.2% | $4,294-78.2% | $4,156-77.5% |
| Participant deferral / active EE | $5,325 | $6,888-22.7% | $6,132-13.2% | $6,407-16.9% |
| Admin fee / account holder | $352 | $17,404-98.0% | $14,586-97.6% | $12,270-97.1% |