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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 | $181,100 | $184,014-1.6% | $161,149+12.4% | $138,895+30.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.15% | 21.52%-8.4pp | 21.16%-8.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,040 | $5,055-79.4% | $4,360-76.1% | $4,194-75.2% |
| Participant deferral / active EE | $8,300 | $6,909+20.1% | $6,153+34.9% | $6,396+29.8% |
| Admin fee / account holder | $26,237 | $18,027+45.5% | $15,194+72.7% | $12,562+108.9% |