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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 | $120,801 | $157,276-23.2% | $141,177-14.4% | $152,885-21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.47% | 64.33%-41.9pp | 71.40%-48.9pp | 345.39%-322.9pp |
| Employer contribution / active EE | $692 | $5,262-86.8% | $4,736-85.4% | $4,763-85.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,183 | $12,123-49.0% | $10,263-39.8% | $11,598-46.7% |