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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 | $146,206 | $181,062-19.3% | $158,223-7.6% | $155,188-5.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 16.24% | 57.39%-41.1pp | 52.09%-35.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $761 | $4,565-83.3% | $4,109-81.5% | $4,248-82.1% |
| Participant deferral / active EE | $7,014 | $6,134+14.3% | $5,467+28.3% | $6,531+7.4% |
| Admin fee / account holder | $674 | $18,825-96.4% | $16,047-95.8% | $14,480-95.3% |