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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 | $27,419 | $89,364-69.3% | $141,177-80.6% | $72,983-62.4% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 52.36% | 111.86%-59.5pp | 71.40%-19.0pp | 81.01%-28.6pp |
| Employer contribution / active EE | $410 | $3,115-86.8% | $4,736-91.3% | $2,440-83.2% |
| Participant deferral / active EE | $3,471 | $5,419-35.9% | $6,710-48.3% | $3,608-3.8% |
| Admin fee / account holder | $2,629 | $5,959-55.9% | $10,263-74.4% | $5,124-48.7% |