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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 | $107,473 | $110,410-2.7% | $102,437+4.9% | $145,897-26.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $451 | $4,217-89.3% | $3,871-88.3% | $4,663-90.3% |
| Participant deferral / active EE | $2,049 | $5,622-63.5% | $5,060-59.5% | $6,689-69.4% |
| Admin fee / account holder | $3,135 | $9,745-67.8% | $8,388-62.6% | $13,390-76.6% |