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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 | $164,751 | $160,070+2.9% | $147,117+12.0% | $145,897+12.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.41% | 98.69%-80.3pp | 420.54%-402.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $806 | $5,285-84.7% | $4,932-83.7% | $4,663-82.7% |
| Participant deferral / active EE | $4,191 | $8,419-50.2% | $8,065-48.0% | $6,689-37.3% |
| Admin fee / account holder | $2,879 | $15,035-80.8% | $12,993-77.8% | $13,390-78.5% |