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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 | $140,157 | $178,174-21.3% | $156,181-10.3% | $137,256+2.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.52% | 84.19%-66.7pp | 64.87%-47.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $75 | $4,972-98.5% | $4,294-98.3% | $4,156-98.2% |
| Participant deferral / active EE | $13,168 | $6,888+91.2% | $6,132+114.7% | $6,407+105.5% |
| Admin fee / account holder | $10,707 | $17,404-38.5% | $14,586-26.6% | $12,270-12.7% |