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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 | $168,456 | $129,737+29.8% | $119,126+41.4% | $154,746+8.9% |
| Participation rate | 77.3% | 78.9%-1.6pp | 75.8%+1.5pp | 80.7%-3.4pp |
| Annual return | 13.87% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $681 | $4,375-84.4% | $4,034-83.1% | $4,379-84.4% |
| Participant deferral / active EE | $7,023 | $5,842+20.2% | $5,318+32.1% | $6,730+4.3% |
| Admin fee / account holder | $17,040 | $11,961+42.5% | $10,693+59.4% | $14,365+18.6% |