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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 | $111,746 | $126,661-11.8% | $113,397-1.5% | $138,895-19.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.58% | 25.05%-10.5pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $792 | $3,456-77.1% | $2,977-73.4% | $4,194-81.1% |
| Participant deferral / active EE | $31,000 | $5,693+444.6% | $5,076+510.7% | $6,396+384.7% |
| Admin fee / account holder | $2,696 | $14,549-81.5% | $11,957-77.5% | $12,562-78.5% |