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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 | $231,731 | $197,637+17.3% | $177,848+30.3% | $158,982+45.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.38% | 58.77%-28.4pp | 48.33%-17.9pp | 302.99%-272.6pp |
| Employer contribution / active EE | $1,153 | $6,698-82.8% | $5,919-80.5% | $4,763-75.8% |
| Participant deferral / active EE | $11,095 | $8,405+32.0% | $7,714+43.8% | $5,983+85.4% |
| Admin fee / account holder | $313 | $15,406-98.0% | $12,431-97.5% | $11,252-97.2% |