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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 | $191,675 | $135,956+41.0% | $123,894+54.7% | $273,972-30.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $173 | $5,170-96.7% | $4,617-96.3% | $4,869-96.5% |
| Participant deferral / active EE | $10,359 | $6,343+63.3% | $5,984+73.1% | $5,287+95.9% |
| Admin fee / account holder | $6,800 | $9,817-30.7% | $8,357-18.6% | $10,133-32.9% |