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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 | $144,833 | $157,296-7.9% | $141,191+2.6% | $152,897-5.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.26% | 64.34%-39.1pp | 71.41%-46.1pp | 345.43%-320.2pp |
| Employer contribution / active EE | $864 | $5,262-83.6% | $4,736-81.8% | $4,764-81.9% |
| Participant deferral / active EE | $8,322 | $7,111+17.0% | $6,710+24.0% | $5,851+42.2% |
| Admin fee / account holder | $3,334 | $12,125-72.5% | $10,264-67.5% | $11,599-71.3% |