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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 | $144,899 | $107,421+34.9% | $182,262-20.5% | $94,015+54.1% |
| Participation rate | 79.3% | 77.8%+1.5pp | 84.2%-4.9pp | 70.8%+8.5pp |
| Annual return | 17.52% | 21.32%-3.8pp | 140.60%-123.1pp | 17.84%-0.3pp |
| Employer contribution / active EE | $344 | $3,448-90.0% | $5,046-93.2% | $2,790-87.7% |
| Participant deferral / active EE | $7,816 | $6,558+19.2% | $8,276-5.6% | $4,249+83.9% |
| Admin fee / account holder | $1,067 | $8,692-87.7% | $16,712-93.6% | $8,951-88.1% |