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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 | $42,088 | $209,336-79.9% | $197,124-78.6% | $137,256-69.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 180.63% | 48.09%+132.5pp | 44.34%+136.3pp | 220.34%-39.7pp |
| Employer contribution / active EE | $750 | $6,591-88.6% | $6,227-88.0% | $4,156-82.0% |
| Participant deferral / active EE | $4,779 | $9,614-50.3% | $9,135-47.7% | $6,407-25.4% |
| Admin fee / account holder | $7,511 | $17,308-56.6% | $16,298-53.9% | $12,270-38.8% |