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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 | $128,056 | $77,817+64.6% | $123,553+3.6% | $64,173+99.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 22.79% | 12.49%+10.3pp | 119.21%-96.4pp | 7.63%+15.2pp |
| Employer contribution / active EE | $268 | $3,014-91.1% | $4,628-94.2% | $2,381-88.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,174 | $5,519-24.4% | $9,284-55.0% | $4,887-14.6% |