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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 | $122,331 | $124,425-1.7% | $112,040+9.2% | $137,256-10.9% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 15.74% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $354 | $3,411-89.6% | $2,954-88.0% | $4,156-91.5% |
| Participant deferral / active EE | $2,616 | $5,718-54.3% | $5,098-48.7% | $6,407-59.2% |
| Admin fee / account holder | $17,075 | $15,207+12.3% | $12,098+41.1% | $12,270+39.2% |