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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 | $18,869 | $138,078-86.3% | $125,363-84.9% | $134,509-86.0% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -19.13% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $649 | $5,245-87.6% | $4,815-86.5% | $4,741-86.3% |
| Participant deferral / active EE | $4,509 | $7,800-42.2% | $7,447-39.5% | $6,400-29.6% |
| Admin fee / account holder | $421 | $11,566-96.4% | $10,005-95.8% | $11,427-96.3% |