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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 | $102,113 | $111,785-8.7% | $93,669+9.0% | $145,877-30.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 16.11% | 203.79%-187.7pp | 133.59%-117.5pp | 551.28%-535.2pp |
| Employer contribution / active EE | $224 | $3,096-92.8% | $2,424-90.7% | $4,663-95.2% |
| Participant deferral / active EE | $5,545 | $4,919+12.7% | $4,416+25.6% | $6,691-17.1% |
| Admin fee / account holder | $2,309 | $10,256-77.5% | $8,291-72.2% | $13,402-82.8% |