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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 | $140,199 | $154,228-9.1% | $145,433-3.6% | $137,256+2.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $841 | $4,804-82.5% | $4,554-81.5% | $4,156-79.8% |
| Participant deferral / active EE | $5,932 | $8,216-27.8% | $7,897-24.9% | $6,407-7.4% |
| Admin fee / account holder | $2,931 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |