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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 | $129,373 | $157,296-17.8% | $141,191-8.4% | $152,897-15.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.63% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $426 | $5,262-91.9% | $4,736-91.0% | $4,764-91.1% |
| Participant deferral / active EE | $2,829 | $7,111-60.2% | $6,710-57.8% | $5,851-51.6% |
| Admin fee / account holder | $1,428 | $12,125-88.2% | $10,264-86.1% | $11,599-87.7% |