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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 | $123,774 | $227,399-45.6% | $189,758-34.8% | $198,609-37.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.38% | 61.03%-48.6pp | 52.62%-40.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,307 | $5,526-76.4% | $4,767-72.6% | $5,055-74.2% |
| Participant deferral / active EE | $11,460 | $6,837+67.6% | $5,856+95.7% | $6,977+64.3% |
| Admin fee / account holder | $1,928 | $25,162-92.3% | $20,388-90.5% | $19,030-89.9% |