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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 | $110,569 | $111,814-1.1% | $103,378+7.0% | $145,978-24.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.54% | 24.80%-8.3pp | 24.91%-8.4pp | 550.52%-534.0pp |
| Employer contribution / active EE | $451 | $4,215-89.3% | $3,870-88.3% | $4,662-90.3% |
| Participant deferral / active EE | $2,049 | $5,618-63.5% | $5,058-59.5% | $6,690-69.4% |
| Admin fee / account holder | $3,120 | $9,764-68.0% | $8,401-62.9% | $13,400-76.7% |