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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 | $107,545 | $156,398-31.2% | $147,318-27.0% | $138,895-22.6% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 13.27% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $422 | $4,853-91.3% | $4,593-90.8% | $4,194-89.9% |
| Participant deferral / active EE | $5,111 | $8,237-38.0% | $7,906-35.4% | $6,396-20.1% |
| Admin fee / account holder | $2,162 | $14,976-85.6% | $13,708-84.2% | $12,562-82.8% |