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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 | $144,815 | $154,228-6.1% | $145,433-0.4% | $137,256+5.5% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 13.07% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $817 | $4,804-83.0% | $4,554-82.1% | $4,156-80.3% |
| Participant deferral / active EE | $10,903 | $8,216+32.7% | $7,897+38.1% | $6,407+70.2% |
| Admin fee / account holder | $7,521 | $14,344-47.6% | $13,129-42.7% | $12,270-38.7% |