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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 | $107,732 | $154,228-30.1% | $145,433-25.9% | $137,256-21.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.68% | 74.59%-45.9pp | 66.58%-37.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $331 | $4,804-93.1% | $4,554-92.7% | $4,156-92.0% |
| Participant deferral / active EE | $12,400 | $8,216+50.9% | $7,897+57.0% | $6,407+93.5% |
| Admin fee / account holder | $13,268 | $14,344-7.5% | $13,129+1.1% | $12,270+8.1% |