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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 | $116,828 | $157,276-25.7% | $141,177-17.2% | $152,885-23.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 24.17% | 64.33%-40.2pp | 71.40%-47.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $689 | $5,262-86.9% | $4,736-85.4% | $4,763-85.5% |
| Participant deferral / active EE | $5,640 | $7,110-20.7% | $6,710-15.9% | $5,851-3.6% |
| Admin fee / account holder | $10,705 | $12,123-11.7% | $10,263+4.3% | $11,598-7.7% |