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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 | $184,014-23.8% | $161,149-13.0% | $138,895+0.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.52% | 21.52%-4.0pp | 21.16%-3.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $75 | $5,055-98.5% | $4,360-98.3% | $4,194-98.2% |
| Participant deferral / active EE | $13,168 | $6,909+90.6% | $6,153+114.0% | $6,396+105.9% |
| Admin fee / account holder | $10,707 | $18,027-40.6% | $15,194-29.5% | $12,562-14.8% |