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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 | $97,896 | $167,522-41.6% | $151,639-35.4% | $134,532-27.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.13% | 7.81%-26.9pp | 3.34%-22.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,100 | $6,828-83.9% | $6,165-82.2% | $4,741-76.8% |
| Participant deferral / active EE | $8,025 | $8,986-10.7% | $8,363-4.0% | $6,401+25.4% |
| Admin fee / account holder | $331 | $13,780-97.6% | $11,613-97.1% | $11,429-97.1% |