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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 | $27,266 | $166,131-83.6% | $164,975-83.5% | $145,877-81.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 15.97% | 100.37%-84.4pp | 70.12%-54.2pp | 551.28%-535.3pp |
| Employer contribution / active EE | $993 | $5,276-81.2% | $4,343-77.1% | $4,663-78.7% |
| Participant deferral / active EE | $3,934 | $6,962-43.5% | $6,033-34.8% | $6,691-41.2% |
| Admin fee / account holder | $2,617 | $16,648-84.3% | $12,688-79.4% | $13,402-80.5% |