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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 | $150,994 | $154,228-2.1% | $145,433+3.8% | $137,256+10.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.44% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $834 | $4,804-82.6% | $4,554-81.7% | $4,156-79.9% |
| Participant deferral / active EE | $10,820 | $8,216+31.7% | $7,897+37.0% | $6,407+68.9% |
| Admin fee / account holder | $1,474 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |