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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 | $72,369 | $176,077-58.9% | $159,455-54.6% | $167,518-56.8% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.12% | 331.83%-313.7pp | 263.63%-245.5pp | 478.71%-460.6pp |
| Employer contribution / active EE | $99 | $5,298-98.1% | $4,830-98.0% | $4,838-98.0% |
| Participant deferral / active EE | $5,077 | $7,751-34.5% | $7,353-30.9% | $6,342-19.9% |
| Admin fee / account holder | $3,768 | $12,556-70.0% | $10,800-65.1% | $12,312-69.4% |