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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 | $122,084 | $124,330-1.8% | $109,173+11.8% | $167,536-27.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.28% | 26.04%-15.8pp | 25.75%-15.5pp | 478.82%-468.5pp |
| Employer contribution / active EE | $733 | $4,209-82.6% | $3,723-80.3% | $4,839-84.8% |
| Participant deferral / active EE | $18,917 | $5,256+259.9% | $4,654+306.5% | $6,342+198.3% |
| Admin fee / account holder | $1,252 | $7,974-84.3% | $6,755-81.5% | $12,315-89.8% |