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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 | $27,958 | $157,296-82.2% | $141,191-80.2% | $152,897-81.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 23.22% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $141 | $5,262-97.3% | $4,736-97.0% | $4,764-97.0% |
| Participant deferral / active EE | $4,243 | $7,111-40.3% | $6,710-36.8% | $5,851-27.5% |
| Admin fee / account holder | $1,851 | $12,125-84.7% | $10,264-82.0% | $11,599-84.0% |