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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 | $133,441 | $165,361-19.3% | $149,715-10.9% | $158,950-16.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.46% | 348.24%-316.8pp | 276.66%-245.2pp | 302.91%-271.4pp |
| Employer contribution / active EE | $464 | $5,103-90.9% | $4,645-90.0% | $4,762-90.3% |
| Participant deferral / active EE | $2,849 | $7,182-60.3% | $6,842-58.4% | $5,983-52.4% |
| Admin fee / account holder | $33,353 | $10,808+208.6% | $9,310+258.3% | $11,248+196.5% |