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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 | $119,638 | $183,592-34.8% | $155,567-23.1% | $145,959-18.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.02% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $503 | $5,315-90.5% | $4,674-89.2% | $4,661-89.2% |
| Participant deferral / active EE | $6,092 | $6,464-5.8% | $5,628+8.3% | $6,689-8.9% |
| Admin fee / account holder | $4,339 | $19,318-77.5% | $15,916-72.7% | $13,398-67.6% |