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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 | $132,587 | $166,268-20.3% | $165,100-19.7% | $145,897-9.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.62% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,055 | $5,284-80.0% | $4,348-75.7% | $4,663-77.4% |
| Participant deferral / active EE | $13,335 | $6,964+91.5% | $6,035+120.9% | $6,689+99.3% |
| Admin fee / account holder | $12,321 | $16,659-26.0% | $12,696-2.9% | $13,390-8.0% |