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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 | $174,167 | $168,635+3.3% | $147,617+18.0% | $125,389+38.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.70% | 77.65%-76.0pp | 61.98%-60.3pp | 282.24%-280.5pp |
| Employer contribution / active EE | $807 | $6,252-87.1% | $5,564-85.5% | $4,866-83.4% |
| Participant deferral / active EE | $3,289 | $5,507-40.3% | $4,895-32.8% | $5,352-38.5% |
| Admin fee / account holder | $9,200 | $13,580-32.3% | $11,612-20.8% | $9,541-3.6% |