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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 | $148,653 | $156,398-5.0% | $147,318+0.9% | $138,895+7.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 18.14% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $5 | $4,853-99.9% | $4,593-99.9% | $4,194-99.9% |
| Participant deferral / active EE | $14,186 | $8,237+72.2% | $7,906+79.4% | $6,396+121.8% |
| Admin fee / account holder | $14,485 | $14,976-3.3% | $13,708+5.7% | $12,562+15.3% |