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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 | $26,470 | $160,040-83.5% | $147,096-82.0% | $145,877-81.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 36.12% | 98.49%-62.4pp | 419.75%-383.6pp | 551.28%-515.2pp |
| Employer contribution / active EE | $952 | $5,289-82.0% | $4,936-80.7% | $4,663-79.6% |
| Participant deferral / active EE | $6,611 | $8,429-21.6% | $8,071-18.1% | $6,691-1.2% |
| Admin fee / account holder | $2,269 | $15,050-84.9% | $13,005-82.6% | $13,402-83.1% |