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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 | $38,494 | $178,174-78.4% | $156,181-75.4% | $137,256-72.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 16.87% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $698 | $4,972-86.0% | $4,294-83.7% | $4,156-83.2% |
| Participant deferral / active EE | $2,444 | $6,888-64.5% | $6,132-60.1% | $6,407-61.9% |
| Admin fee / account holder | $564 | $17,404-96.8% | $14,586-96.1% | $12,270-95.4% |