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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 | $140,375 | $209,336-32.9% | $197,124-28.8% | $137,256+2.3% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 18.19% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,256 | $6,591-80.9% | $6,227-79.8% | $4,156-69.8% |
| Participant deferral / active EE | $14,997 | $9,614+56.0% | $9,135+64.2% | $6,407+134.1% |
| Admin fee / account holder | $994 | $17,308-94.3% | $16,298-93.9% | $12,270-91.9% |