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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 | $151,694 | $157,296-3.6% | $141,191+7.4% | $152,897-0.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 25.09% | 64.34%-39.3pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $830 | $5,262-84.2% | $4,736-82.5% | $4,764-82.6% |
| Participant deferral / active EE | $5,732 | $7,111-19.4% | $6,710-14.6% | $5,851-2.0% |
| Admin fee / account holder | $5,267 | $12,125-56.6% | $10,264-48.7% | $11,599-54.6% |