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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 | $20,584 | $115,810-82.2% | $101,271-79.7% | $158,966-87.1% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 17.81% | 56.15%-38.3pp | 46.48%-28.7pp | 302.95%-285.1pp |
| Employer contribution / active EE | $499 | $4,175-88.0% | $3,660-86.4% | $4,762-89.5% |
| Participant deferral / active EE | $3,875 | $4,958-21.8% | $4,371-11.3% | $5,983-35.2% |
| Admin fee / account holder | $861 | $7,248-88.1% | $5,948-85.5% | $11,250-92.3% |