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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 | $32,847 | $168,635-80.5% | $147,617-77.7% | $125,389-73.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.65% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.6pp |
| Employer contribution / active EE | $257 | $6,252-95.9% | $5,564-95.4% | $4,866-94.7% |
| Participant deferral / active EE | $2,129 | $5,507-61.3% | $4,895-56.5% | $5,352-60.2% |
| Admin fee / account holder | $5,937 | $13,580-56.3% | $11,612-48.9% | $9,541-37.8% |