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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 | $117,754 | $156,398-24.7% | $147,318-20.1% | $138,895-15.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 12.81% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $795 | $4,853-83.6% | $4,593-82.7% | $4,194-81.0% |
| Participant deferral / active EE | $6,875 | $8,237-16.5% | $7,906-13.0% | $6,396+7.5% |
| Admin fee / account holder | $639 | $14,976-95.7% | $13,708-95.3% | $12,562-94.9% |