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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 | $171,223 | $172,111-0.5% | $150,298+13.9% | $137,256+24.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 15.25% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $808 | $4,636-82.6% | $4,154-80.6% | $4,156-80.6% |
| Participant deferral / active EE | $3,108 | $6,166-49.6% | $5,453-43.0% | $6,407-51.5% |
| Admin fee / account holder | $6,146 | $16,471-62.7% | $14,116-56.5% | $12,270-49.9% |