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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 | $130,071 | $154,228-15.7% | $145,433-10.6% | $137,256-5.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.74% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $644 | $4,804-86.6% | $4,554-85.9% | $4,156-84.5% |
| Participant deferral / active EE | $9,373 | $8,216+14.1% | $7,897+18.7% | $6,407+46.3% |
| Admin fee / account holder | $6,071 | $14,344-57.7% | $13,129-53.8% | $12,270-50.5% |