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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 | $78,716 | $184,000-57.2% | $162,185-51.5% | $152,909-48.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 19.48% | 150.80%-131.3pp | 115.61%-96.1pp | 345.46%-326.0pp |
| Employer contribution / active EE | $894 | $6,370-86.0% | $5,613-84.1% | $4,764-81.2% |
| Participant deferral / active EE | $6,625 | $8,033-17.5% | $7,297-9.2% | $5,851+13.2% |
| Admin fee / account holder | $5,702 | $13,124-56.6% | $10,844-47.4% | $11,601-50.8% |