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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 | $192,526 | $154,228+24.8% | $145,433+32.4% | $137,256+40.3% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 13.58% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $462 | $4,804-90.4% | $4,554-89.9% | $4,156-88.9% |
| Participant deferral / active EE | $8,939 | $8,216+8.8% | $7,897+13.2% | $6,407+39.5% |
| Admin fee / account holder | $7,954 | $14,344-44.5% | $13,129-39.4% | $12,270-35.2% |