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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 | $61,623 | $63,346-2.7% | $92,239-33.2% | $70,124-12.1% |
| Participation rate | 73.8% | 68.7%+5.1pp | 76.5%-2.7pp | 69.5%+4.3pp |
| Annual return | 16.98% | 530.19%-513.2pp | 176.29%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $388 | $2,471-84.3% | $3,680-89.5% | $2,342-83.4% |
| Participant deferral / active EE | $1,422 | $2,854-50.2% | $3,897-63.5% | $3,332-57.3% |
| Admin fee / account holder | $563 | $3,841-85.4% | $5,194-89.2% | $4,645-87.9% |