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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 | $112,873 | $227,291-50.3% | $214,702-47.4% | $155,188-27.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 13.28% | 60.08%-46.8pp | 54.55%-41.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,115 | $6,772-83.5% | $6,461-82.7% | $4,248-73.8% |
| Participant deferral / active EE | $12,625 | $9,582+31.8% | $9,147+38.0% | $6,531+93.3% |
| Admin fee / account holder | $1,374 | $20,413-93.3% | $19,830-93.1% | $14,480-90.5% |