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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 | $92,651 | $111,535-16.9% | $105,223-11.9% | $137,256-32.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.36% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $540 | $3,939-86.3% | $3,689-85.4% | $4,156-87.0% |
| Participant deferral / active EE | $17,550 | $5,500+219.1% | $5,072+246.0% | $6,407+173.9% |
| Admin fee / account holder | $637 | $9,721-93.5% | $8,859-92.8% | $12,270-94.8% |