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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 | $30,210 | $148,629-79.7% | $135,982-77.8% | $139,487-78.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.31% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $768 | $5,247-85.4% | $4,859-84.2% | $4,755-83.8% |
| Participant deferral / active EE | $3,535 | $8,102-56.4% | $7,760-54.4% | $6,713-47.3% |
| Admin fee / account holder | $13,830 | $12,406+11.5% | $10,767+28.4% | $11,407+21.2% |