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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 | $125,407 | $174,379-28.1% | $152,093-17.5% | $138,895-9.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.21% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $24 | $4,652-99.5% | $4,175-99.4% | $4,194-99.4% |
| Participant deferral / active EE | $1,776 | $6,159-71.2% | $5,451-67.4% | $6,396-72.2% |
| Admin fee / account holder | $598 | $16,880-96.5% | $14,497-95.9% | $12,562-95.2% |