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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 | $204,296 | $197,625+3.4% | $177,840+14.9% | $158,966+28.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 18.42% | 58.76%-40.3pp | 48.32%-29.9pp | 302.95%-284.5pp |
| Employer contribution / active EE | $790 | $6,698-88.2% | $5,919-86.7% | $4,762-83.4% |
| Participant deferral / active EE | $3,163 | $8,405-62.4% | $7,714-59.0% | $5,983-47.1% |
| Admin fee / account holder | $3,060 | $15,405-80.1% | $12,431-75.4% | $11,250-72.8% |