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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 | $230,784 | $172,111+34.1% | $150,298+53.6% | $137,256+68.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $551 | $4,636-88.1% | $4,154-86.7% | $4,156-86.7% |
| Participant deferral / active EE | $5,478 | $6,166-11.2% | $5,453+0.5% | $6,407-14.5% |
| Admin fee / account holder | $387 | $16,471-97.7% | $14,116-97.3% | $12,270-96.8% |