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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 | $133,665 | $178,174-25.0% | $156,181-14.4% | $137,256-2.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.53% | 84.19%-67.7pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $417 | $4,972-91.6% | $4,294-90.3% | $4,156-90.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,873 | $17,404-89.2% | $14,586-87.2% | $12,270-84.7% |