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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 | $9,761 | $102,595-90.5% | $94,057-89.6% | $154,746-93.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 20.91% | 583.42%-562.5pp | 480.62%-459.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $178 | $3,147-94.3% | $2,933-93.9% | $4,379-95.9% |
| Participant deferral / active EE | $4,211 | $5,118-17.7% | $4,709-10.6% | $6,730-37.4% |
| Admin fee / account holder | $1,475 | $7,736-80.9% | $7,244-79.6% | $14,365-89.7% |