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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 | $112,100 | $154,228-27.3% | $145,433-22.9% | $137,256-18.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.51% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $130 | $4,804-97.3% | $4,554-97.1% | $4,156-96.9% |
| Participant deferral / active EE | $3,646 | $8,216-55.6% | $7,897-53.8% | $6,407-43.1% |
| Admin fee / account holder | $890 | $14,344-93.8% | $13,129-93.2% | $12,270-92.8% |