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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 | $150,927 | $157,296-4.0% | $141,191+6.9% | $152,897-1.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.72% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $141 | $5,262-97.3% | $4,736-97.0% | $4,764-97.0% |
| Participant deferral / active EE | $3,779 | $7,111-46.9% | $6,710-43.7% | $5,851-35.4% |
| Admin fee / account holder | $7,975 | $12,125-34.2% | $10,264-22.3% | $11,599-31.2% |