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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 | $140,821 | $210,343-33.1% | $153,476-8.2% | $145,978-3.5% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 15.48% | 13.38%+2.1pp | 15.66%-0.2pp | 550.52%-535.0pp |
| Employer contribution / active EE | $517 | $6,047-91.5% | $5,038-89.7% | $4,662-88.9% |
| Participant deferral / active EE | $3,229 | $7,977-59.5% | $6,759-52.2% | $6,690-51.7% |
| Admin fee / account holder | $5,440 | $19,424-72.0% | $12,729-57.3% | $13,400-59.4% |