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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 | $248,750 | $135,905+83.0% | $126,068+97.3% | $198,609+25.2% |
| Participation rate | 85.0% | 85.6%-0.6pp | 84.7%+0.3pp | 82.4%+2.6pp |
| Annual return | 16.03% | 14.07%+2.0pp | 15.01%+1.0pp | 202.70%-186.7pp |
| Employer contribution / active EE | $852 | $4,245-79.9% | $3,968-78.5% | $5,055-83.2% |
| Participant deferral / active EE | $8,116 | $8,523-4.8% | $8,214-1.2% | $6,977+16.3% |
| Admin fee / account holder | $5,076 | $21,036-75.9% | $18,264-72.2% | $19,030-73.3% |