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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 | $140,648 | $129,737+8.4% | $119,126+18.1% | $154,746-9.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 17.89% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $875 | $4,375-80.0% | $4,034-78.3% | $4,379-80.0% |
| Participant deferral / active EE | $10,878 | $5,842+86.2% | $5,318+104.6% | $6,730+61.6% |
| Admin fee / account holder | $1,652 | $11,961-86.2% | $10,693-84.6% | $14,365-88.5% |