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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 | $156,398-1.0% | $147,318+5.1% | $138,895+11.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 14.75% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $779 | $4,853-84.0% | $4,593-83.0% | $4,194-81.4% |
| Participant deferral / active EE | $5,765 | $8,237-30.0% | $7,906-27.1% | $6,396-9.9% |
| Admin fee / account holder | $2,981 | $14,976-80.1% | $13,708-78.3% | $12,562-76.3% |