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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 | $53,341 | $72,396-26.3% | $67,511-21.0% | $145,959-63.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 15.56% | 7194.07%-7178.5pp | 3517.41%-3501.8pp | 561.95%-546.4pp |
| Employer contribution / active EE | $335 | $3,071-89.1% | $2,733-87.7% | $4,661-92.8% |
| Participant deferral / active EE | $3,676 | $4,781-23.1% | $4,000-8.1% | $6,689-45.0% |
| Admin fee / account holder | $782 | $5,538-85.9% | $3,999-80.4% | $13,398-94.2% |