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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 | $154,781 | $154,228+0.4% | $145,433+6.4% | $137,256+12.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 14.75% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $779 | $4,804-83.8% | $4,554-82.9% | $4,156-81.3% |
| Participant deferral / active EE | $5,765 | $8,216-29.8% | $7,897-27.0% | $6,407-10.0% |
| Admin fee / account holder | $2,981 | $14,344-79.2% | $13,129-77.3% | $12,270-75.7% |