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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 | $152,337 | $162,136-6.0% | $152,3010% | $154,746-1.6% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 41.39% | 91.02%-49.6pp | 80.50%-39.1pp | 172.34%-130.9pp |
| Employer contribution / active EE | $855 | $4,890-82.5% | $4,624-81.5% | $4,379-80.5% |
| Participant deferral / active EE | $9,288 | $8,341+11.4% | $8,004+16.0% | $6,730+38.0% |
| Admin fee / account holder | $865 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |