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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 | $111,465 | $157,304-29.1% | $141,197-21.1% | $152,909-27.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 26.05% | 64.34%-38.3pp | 71.41%-45.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $856 | $5,263-83.7% | $4,736-81.9% | $4,764-82.0% |
| Participant deferral / active EE | $5,516 | $7,111-22.4% | $6,710-17.8% | $5,851-5.7% |
| Admin fee / account holder | $324 | $12,126-97.3% | $10,265-96.8% | $11,601-97.2% |