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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 | $116,350 | $156,398-25.6% | $147,318-21.0% | $138,895-16.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 16.11% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $629 | $4,853-87.0% | $4,593-86.3% | $4,194-85.0% |
| Participant deferral / active EE | $3,053 | $8,237-62.9% | $7,906-61.4% | $6,396-52.3% |
| Admin fee / account holder | $20,443 | $14,976+36.5% | $13,708+49.1% | $12,562+62.7% |