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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 | $243,676 | $201,370+21.0% | $184,256+32.2% | $145,897+67.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 19.34% | 29.05%-9.7pp | 28.85%-9.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,421 | $7,024-79.8% | $6,427-77.9% | $4,663-69.5% |
| Participant deferral / active EE | $4,286 | $9,808-56.3% | $9,133-53.1% | $6,689-35.9% |
| Admin fee / account holder | $1,360 | $16,364-91.7% | $13,899-90.2% | $13,390-89.8% |