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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 | $75,237 | $201,344-62.6% | $184,243-59.2% | $145,877-48.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.13% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $28 | $7,022-99.6% | $6,427-99.6% | $4,663-99.4% |
| Participant deferral / active EE | $15,195 | $9,807+54.9% | $9,132+66.4% | $6,691+127.1% |
| Admin fee / account holder | $12,555 | $16,382-23.4% | $13,914-9.8% | $13,402-6.3% |