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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 | $205,040 | $209,336-2.1% | $197,124+4.0% | $137,256+49.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.49% | 48.09%-35.6pp | 44.34%-31.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,093 | $6,591-83.4% | $6,227-82.5% | $4,156-73.7% |
| Participant deferral / active EE | $3,952 | $9,614-58.9% | $9,135-56.7% | $6,407-38.3% |
| Admin fee / account holder | $8,112 | $17,308-53.1% | $16,298-50.2% | $12,270-33.9% |