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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 | $178,494 | $167,352+6.7% | $143,788+24.1% | $134,509+32.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.05% | 0.47%-9.5pp | -0.03%-9.0pp | 418.13%-427.2pp |
| Employer contribution / active EE | $1,110 | $5,620-80.2% | $4,952-77.6% | $4,741-76.6% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,400-35.9% |
| Admin fee / account holder | $1,265 | $18,091-93.0% | $14,675-91.4% | $11,427-88.9% |