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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 | $147,136 | $165,381-11.0% | $149,730-1.7% | $158,966-7.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 16.31% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.6pp |
| Employer contribution / active EE | $722 | $5,104-85.9% | $4,645-84.5% | $4,762-84.8% |
| Participant deferral / active EE | $6,156 | $7,182-14.3% | $6,843-10.0% | $5,983+2.9% |
| Admin fee / account holder | $2,192 | $10,809-79.7% | $9,310-76.5% | $11,250-80.5% |