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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 | $157,174 | $154,228+1.9% | $145,433+8.1% | $137,256+14.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.64% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $119 | $4,804-97.5% | $4,554-97.4% | $4,156-97.1% |
| Participant deferral / active EE | $4,777 | $8,216-41.9% | $7,897-39.5% | $6,407-25.4% |
| Admin fee / account holder | $2,096 | $14,344-85.4% | $13,129-84.0% | $12,270-82.9% |