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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 | $238,520 | $162,136+47.1% | $152,301+56.6% | $154,746+54.1% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 11.98% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $867 | $4,890-82.3% | $4,624-81.3% | $4,379-80.2% |
| Participant deferral / active EE | $5,972 | $8,341-28.4% | $8,004-25.4% | $6,730-11.3% |
| Admin fee / account holder | $8,274 | $15,759-47.5% | $14,398-42.5% | $14,365-42.4% |