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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 | $58,523 | $209,428-72.1% | $178,498-67.2% | $158,950-63.2% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.94% | 188.78%-179.8pp | 151.09%-142.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $1,053 | $5,707-81.6% | $5,011-79.0% | $4,762-77.9% |
| Participant deferral / active EE | $2,414 | $5,955-59.5% | $5,202-53.6% | $5,983-59.6% |
| Admin fee / account holder | $940 | $17,077-94.5% | $13,985-93.3% | $11,248-91.6% |