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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 | $139,128 | $155,555-10.6% | $146,866-5.3% | $155,188-10.3% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 15.49% | 115.41%-99.9pp | 102.85%-87.4pp | 148.84%-133.3pp |
| Employer contribution / active EE | $680 | $4,647-85.4% | $4,425-84.6% | $4,248-84.0% |
| Participant deferral / active EE | $4,221 | $8,044-47.5% | $7,759-45.6% | $6,531-35.4% |
| Admin fee / account holder | $8,355 | $14,755-43.4% | $13,620-38.7% | $14,480-42.3% |