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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 | $177,883 | $185,883-4.3% | $170,043+4.6% | $139,466+27.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.56% | 60.54%-45.0pp | 53.40%-37.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,385 | $7,596-81.8% | $6,790-79.6% | $4,754-70.9% |
| Participant deferral / active EE | $7,500 | $11,626-35.5% | $10,410-28.0% | $6,712+11.7% |
| Admin fee / account holder | $1,171 | $15,393-92.4% | $12,824-90.9% | $11,409-89.7% |