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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 | $118,860 | $198,462-40.1% | $170,439-30.3% | $147,585-19.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 19.02% | 257.30%-238.3pp | 205.94%-186.9pp | 578.58%-559.6pp |
| Employer contribution / active EE | $707 | $6,184-88.6% | $5,433-87.0% | $4,876-85.5% |
| Participant deferral / active EE | $5,940 | $5,629+5.5% | $4,939+20.2% | $5,439+9.2% |
| Admin fee / account holder | $747 | $16,852-95.6% | $13,881-94.6% | $10,886-93.1% |