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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 | $99,134 | $78,423+26.4% | $95,964+3.3% | $79,856+24.1% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.4pp | 69.6%+3.1pp |
| Annual return | 15.98% | 19.37%-3.4pp | 91.64%-75.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $357 | $1,945-81.6% | $2,541-85.9% | $2,471-85.5% |
| Participant deferral / active EE | $3,810 | $3,440+10.7% | $4,167-8.6% | $3,741+1.9% |
| Admin fee / account holder | $653 | $5,622-88.4% | $6,797-90.4% | $5,306-87.7% |