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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 | $157,730 | $178,174-11.5% | $156,181+1.0% | $137,256+14.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 14.72% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $468 | $4,972-90.6% | $4,294-89.1% | $4,156-88.7% |
| Participant deferral / active EE | $6,735 | $6,888-2.2% | $6,132+9.8% | $6,407+5.1% |
| Admin fee / account holder | $1,241 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |