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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 | $98,498 | $154,228-36.1% | $145,433-32.3% | $137,256-28.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $595 | $4,804-87.6% | $4,554-86.9% | $4,156-85.7% |
| Participant deferral / active EE | $3,607 | $8,216-56.1% | $7,897-54.3% | $6,407-43.7% |
| Admin fee / account holder | $2,211 | $14,344-84.6% | $13,129-83.2% | $12,270-82.0% |