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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 | $149,301 | $157,276-5.1% | $141,177+5.8% | $152,885-2.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.82% | 64.33%-42.5pp | 71.40%-49.6pp | 345.39%-323.6pp |
| Employer contribution / active EE | $671 | $5,262-87.3% | $4,736-85.8% | $4,763-85.9% |
| Participant deferral / active EE | $4,776 | $7,110-32.8% | $6,710-28.8% | $5,851-18.4% |
| Admin fee / account holder | $4,724 | $12,123-61.0% | $10,263-54.0% | $11,598-59.3% |