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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 | $121,433 | $175,231-30.7% | $149,696-18.9% | $139,466-12.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.43% | 166.77%-155.3pp | 134.46%-123.0pp | 373.66%-362.2pp |
| Employer contribution / active EE | $803 | $5,478-85.3% | $4,821-83.3% | $4,754-83.1% |
| Participant deferral / active EE | $3,246 | $6,521-50.2% | $5,682-42.9% | $6,712-51.6% |
| Admin fee / account holder | $5,093 | $16,155-68.5% | $13,212-61.5% | $11,409-55.4% |