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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 | $136,283 | $174,379-21.8% | $152,093-10.4% | $138,895-1.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 14.39% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $124 | $4,652-97.3% | $4,175-97.0% | $4,194-97.0% |
| Participant deferral / active EE | $7,397 | $6,159+20.1% | $5,451+35.7% | $6,396+15.6% |
| Admin fee / account holder | $15,468 | $16,880-8.4% | $14,497+6.7% | $12,562+23.1% |