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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 | $123,810 | $154,228-19.7% | $145,433-14.9% | $137,256-9.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.15% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $502 | $4,804-89.5% | $4,554-89.0% | $4,156-87.9% |
| Participant deferral / active EE | $11,858 | $8,216+44.3% | $7,897+50.2% | $6,407+85.1% |
| Admin fee / account holder | $7,714 | $14,344-46.2% | $13,129-41.2% | $12,270-37.1% |