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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 | $162,136-33.6% | $152,301-29.3% | $154,746-30.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 28.68% | 91.02%-62.3pp | 80.50%-51.8pp | 172.34%-143.7pp |
| Employer contribution / active EE | $331 | $4,890-93.2% | $4,624-92.8% | $4,379-92.4% |
| Participant deferral / active EE | $12,400 | $8,341+48.7% | $8,004+54.9% | $6,730+84.2% |
| Admin fee / account holder | $13,268 | $15,759-15.8% | $14,398-7.9% | $14,365-7.6% |