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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 | $140,810 | $135,905+3.6% | $126,068+11.7% | $198,609-29.1% |
| Participation rate | 72.7% | 85.6%-12.9pp | 84.7%-12.0pp | 82.4%-9.7pp |
| Annual return | 15.57% | 14.07%+1.5pp | 15.01%+0.6pp | 202.70%-187.1pp |
| Employer contribution / active EE | $706 | $4,245-83.4% | $3,968-82.2% | $5,055-86.0% |
| Participant deferral / active EE | $5,651 | $8,523-33.7% | $8,214-31.2% | $6,977-19.0% |
| Admin fee / account holder | $1,028 | $21,036-95.1% | $18,264-94.4% | $19,030-94.6% |