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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 | $83,499 | $102,638-18.6% | $81,982+1.8% | $158,982-47.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 8.60% | 61.05%-52.4pp | 41.31%-32.7pp | 302.99%-294.4pp |
| Employer contribution / active EE | $260 | $3,241-92.0% | $2,498-89.6% | $4,763-94.5% |
| Participant deferral / active EE | $1,970 | $4,649-57.6% | $3,722-47.1% | $5,983-67.1% |
| Admin fee / account holder | $13,254 | $8,237+60.9% | $5,665+134.0% | $11,252+17.8% |