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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 | $96,512 | $154,228-37.4% | $145,433-33.6% | $137,256-29.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.78% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $577 | $4,804-88.0% | $4,554-87.3% | $4,156-86.1% |
| Participant deferral / active EE | $7,750 | $8,216-5.7% | $7,897-1.9% | $6,407+21.0% |
| Admin fee / account holder | $3,358 | $14,344-76.6% | $13,129-74.4% | $12,270-72.6% |