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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 | $99,756 | $98,766+1.0% | $149,730-33.4% | $79,852+24.9% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 13.49% | 27.43%-13.9pp | 276.70%-263.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $477 | $3,217-85.2% | $4,645-89.7% | $2,471-80.7% |
| Participant deferral / active EE | $7,271 | $5,681+28.0% | $6,843+6.3% | $3,740+94.4% |
| Admin fee / account holder | $12,709 | $6,052+110.0% | $9,310+36.5% | $5,306+139.5% |