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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 | $140,071 | $132,099+6.0% | $115,599+21.2% | $138,895+0.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.3%+5.7pp | 79.9%+0.1pp |
| Annual return | 12.61% | 176.76%-164.1pp | 111.10%-98.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $565 | $3,416-83.5% | $2,955-80.9% | $4,194-86.5% |
| Participant deferral / active EE | $1,769 | $5,617-68.5% | $4,889-63.8% | $6,396-72.3% |
| Admin fee / account holder | $6,887 | $15,650-56.0% | $12,841-46.4% | $12,562-45.2% |