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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 | $158,287 | $132,099+19.8% | $115,599+36.9% | $138,895+14.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.44% | 176.76%-162.3pp | 111.10%-96.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $420 | $3,416-87.7% | $2,955-85.8% | $4,194-90.0% |
| Participant deferral / active EE | $12,501 | $5,617+122.6% | $4,889+155.7% | $6,396+95.4% |
| Admin fee / account holder | $2,827 | $15,650-81.9% | $12,841-78.0% | $12,562-77.5% |