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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 | $118,649 | $154,228-23.1% | $145,433-18.4% | $137,256-13.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.02% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $610 | $4,804-87.3% | $4,554-86.6% | $4,156-85.3% |
| Participant deferral / active EE | $3,885 | $8,216-52.7% | $7,897-50.8% | $6,407-39.4% |
| Admin fee / account holder | $784 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |