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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 | $87,452 | $148,623-41.2% | $135,974-35.7% | $139,466-37.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.32% | 79.30%-54.0pp | 68.30%-43.0pp | 373.66%-348.3pp |
| Employer contribution / active EE | $996 | $5,246-81.0% | $4,859-79.5% | $4,754-79.1% |
| Participant deferral / active EE | $17,630 | $8,103+117.6% | $7,760+127.2% | $6,712+162.7% |
| Admin fee / account holder | $12,761 | $12,406+2.9% | $10,767+18.5% | $11,409+11.9% |