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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 | $20,359 | $48,570-58.1% | $130,660-84.4% | $72,975-72.1% |
| Participation rate | 71.8% | 58.6%+13.2pp | 71.7%0pp | 69.5%+2.3pp |
| Annual return | 21.18% | 38.63%-17.5pp | 1709.29%-1688.1pp | 81.01%-59.8pp |
| Employer contribution / active EE | $162 | $1,334-87.9% | $4,092-96.0% | $2,440-93.4% |
| Participant deferral / active EE | $1,505 | $2,384-36.9% | $3,603-58.2% | $3,608-58.3% |
| Admin fee / account holder | $1,139 | $3,549-67.9% | $5,463-79.2% | $5,124-77.8% |