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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 | $101,388 | $111,535-9.1% | $105,223-3.6% | $137,256-26.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.93% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $668 | $3,939-83.0% | $3,689-81.9% | $4,156-83.9% |
| Participant deferral / active EE | $8,278 | $5,500+50.5% | $5,072+63.2% | $6,407+29.2% |
| Admin fee / account holder | $4,498 | $9,721-53.7% | $8,859-49.2% | $12,270-63.3% |