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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 | $244,332 | $162,812+50.1% | $133,971+82.4% | $158,966+53.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 13.61% | 41.94%-28.3pp | 45.09%-31.5pp | 302.95%-289.3pp |
| Employer contribution / active EE | $921 | $4,976-81.5% | $3,919-76.5% | $4,762-80.7% |
| Participant deferral / active EE | $2,613 | $5,910-55.8% | $5,047-48.2% | $5,983-56.3% |
| Admin fee / account holder | $1,824 | $11,741-84.5% | $8,929-79.6% | $11,250-83.8% |