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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 | $133,287 | $166,020-19.7% | $164,866-19.2% | $145,959-8.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.57% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $68 | $5,275-98.7% | $4,343-98.4% | $4,661-98.5% |
| Participant deferral / active EE | $3,657 | $6,961-47.5% | $6,033-39.4% | $6,689-45.3% |
| Admin fee / account holder | $13,358 | $16,644-19.7% | $12,689+5.3% | $13,398-0.3% |