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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 | $123,613 | $135,956-9.1% | $123,894-0.2% | $273,972-54.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 5.83% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $679 | $5,170-86.9% | $4,617-85.3% | $4,869-86.1% |
| Participant deferral / active EE | $7,688 | $6,343+21.2% | $5,984+28.5% | $5,287+45.4% |
| Admin fee / account holder | $1,840 | $9,817-81.3% | $8,357-78.0% | $10,133-81.8% |