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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 | $142,507 | $154,228-7.6% | $145,433-2.0% | $137,256+3.8% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 15.86% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $235 | $4,804-95.1% | $4,554-94.8% | $4,156-94.3% |
| Participant deferral / active EE | $4,759 | $8,216-42.1% | $7,897-39.7% | $6,407-25.7% |
| Admin fee / account holder | $13,630 | $14,344-5.0% | $13,129+3.8% | $12,270+11.1% |