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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 | $31,803 | $185,312-82.8% | $161,489-80.3% | $154,746-79.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.81% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $734 | $4,769-84.6% | $4,268-82.8% | $4,379-83.2% |
| Participant deferral / active EE | $6,495 | $6,350+2.3% | $5,630+15.4% | $6,730-3.5% |
| Admin fee / account holder | $400 | $18,654-97.9% | $16,006-97.5% | $14,365-97.2% |