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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 | $229,732 | $199,109+15.4% | $173,730+32.2% | $154,746+48.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 11.91% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $824 | $5,311-84.5% | $4,577-82.0% | $4,379-81.2% |
| Participant deferral / active EE | $8,478 | $7,113+19.2% | $6,326+34.0% | $6,730+26.0% |
| Admin fee / account holder | $5,547 | $20,916-73.5% | $17,523-68.3% | $14,365-61.4% |