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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 | $121,091 | $162,136-25.3% | $152,301-20.5% | $154,746-21.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.63% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $731 | $4,890-85.0% | $4,624-84.2% | $4,379-83.3% |
| Participant deferral / active EE | $10,075 | $8,341+20.8% | $8,004+25.9% | $6,730+49.7% |
| Admin fee / account holder | $1,497 | $15,759-90.5% | $14,398-89.6% | $14,365-89.6% |