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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 | $133,124 | $181,062-26.5% | $158,223-15.9% | $155,188-14.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.85% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-135.0pp |
| Employer contribution / active EE | $61 | $4,565-98.7% | $4,109-98.5% | $4,248-98.6% |
| Participant deferral / active EE | $2,130 | $6,134-65.3% | $5,467-61.0% | $6,531-67.4% |
| Admin fee / account holder | $2,676 | $18,825-85.8% | $16,047-83.3% | $14,480-81.5% |