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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 | $121,143 | $185,856-34.8% | $170,028-28.8% | $139,456-13.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.48% | 60.52%-45.0pp | 53.39%-37.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $756 | $7,593-90.0% | $6,788-88.9% | $4,753-84.1% |
| Participant deferral / active EE | $9,011 | $11,623-22.5% | $10,409-13.4% | $6,711+34.3% |
| Admin fee / account holder | $308 | $15,387-98.0% | $12,820-97.6% | $11,407-97.3% |