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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 | $212,386-3.5% | $199,883+2.6% | $138,895+47.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.49% | 47.75%-35.3pp | 43.81%-31.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,093 | $6,625-83.5% | $6,261-82.5% | $4,194-73.9% |
| Participant deferral / active EE | $3,952 | $9,617-58.9% | $9,138-56.8% | $6,396-38.2% |
| Admin fee / account holder | $8,112 | $18,233-55.5% | $17,268-53.0% | $12,562-35.4% |