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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 | $57,344 | $132,634-56.8% | $115,768-50.5% | $137,256-58.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 17.03% | 160.70%-143.7pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $438 | $3,360-87.0% | $2,940-85.1% | $4,156-89.5% |
| Participant deferral / active EE | $4,302 | $5,619-23.4% | $4,917-12.5% | $6,407-32.9% |
| Admin fee / account holder | $3,135 | $15,028-79.1% | $12,439-74.8% | $12,270-74.5% |