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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 | $173,179 | $196,972-12.1% | $182,262-5.0% | $198,609-12.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.12% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,230 | $5,364-77.1% | $5,046-75.6% | $5,055-75.7% |
| Participant deferral / active EE | $3,904 | $8,643-54.8% | $8,276-52.8% | $6,977-44.0% |
| Admin fee / account holder | $2,875 | $18,429-84.4% | $16,712-82.8% | $19,030-84.9% |