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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 | $148,655 | $198,457-25.1% | $170,435-12.8% | $147,586+0.7% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 9.36% | 257.30%-247.9pp | 205.94%-196.6pp | 578.59%-569.2pp |
| Employer contribution / active EE | $936 | $6,183-84.9% | $5,432-82.8% | $4,876-80.8% |
| Participant deferral / active EE | $3,285 | $5,629-41.6% | $4,939-33.5% | $5,439-39.6% |
| Admin fee / account holder | $15,523 | $16,852-7.9% | $13,881+11.8% | $10,886+42.6% |