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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 | $183,516-34.8% | $155,534-23.1% | $145,884-18.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.02% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $503 | $5,315-90.5% | $4,675-89.2% | $4,662-89.2% |
| Participant deferral / active EE | $6,092 | $6,467-5.8% | $5,630+8.2% | $6,690-8.9% |
| Admin fee / account holder | $4,339 | $19,293-77.5% | $15,900-72.7% | $13,392-67.6% |