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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 | $104,733 | $157,276-33.4% | $141,177-25.8% | $152,885-31.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.53% | 64.33%-44.8pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $196 | $5,262-96.3% | $4,736-95.9% | $4,763-95.9% |
| Participant deferral / active EE | $6,804 | $7,110-4.3% | $6,710+1.4% | $5,851+16.3% |
| Admin fee / account holder | $2,119 | $12,123-82.5% | $10,263-79.4% | $11,598-81.7% |