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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 | $175,444 | $178,174-1.5% | $156,181+12.3% | $137,256+27.8% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 16.37% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,009 | $4,972-79.7% | $4,294-76.5% | $4,156-75.7% |
| Participant deferral / active EE | $3,912 | $6,888-43.2% | $6,132-36.2% | $6,407-38.9% |
| Admin fee / account holder | $13,771 | $17,404-20.9% | $14,586-5.6% | $12,270+12.2% |