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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 | $130,027 | $105,158+23.6% | $94,672+37.3% | $139,487-6.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.94% | 38.11%-24.2pp | 156.89%-142.9pp | 373.84%-359.9pp |
| Employer contribution / active EE | $225 | $4,107-94.5% | $3,673-93.9% | $4,755-95.3% |
| Participant deferral / active EE | $6,833 | $7,599-10.1% | $7,417-7.9% | $6,713+1.8% |
| Admin fee / account holder | $9,051 | $8,972+0.9% | $7,222+25.3% | $11,407-20.7% |