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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 | $217,528 | $227,291-4.3% | $214,702+1.3% | $155,188+40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.05% | 60.08%-44.0pp | 54.55%-38.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $714 | $6,772-89.5% | $6,461-88.9% | $4,248-83.2% |
| Participant deferral / active EE | $9,627 | $9,582+0.5% | $9,147+5.2% | $6,531+47.4% |
| Admin fee / account holder | $8,455 | $20,413-58.6% | $19,830-57.4% | $14,480-41.6% |