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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 | $72,071-86.5% | $68,368-85.7% | $137,256-92.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 20.91% | 353.14%-332.2pp | 292.57%-271.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $178 | $2,788-93.6% | $2,649-93.3% | $4,156-95.7% |
| Participant deferral / active EE | $4,211 | $4,410-4.5% | $4,123+2.1% | $6,407-34.3% |
| Admin fee / account holder | $1,475 | $5,336-72.4% | $5,150-71.4% | $12,270-88.0% |