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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 | $77,932 | $88,672-12.1% | $105,223-25.9% | $82,448-5.5% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 13.88% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $187 | $3,048-93.9% | $3,689-94.9% | $2,551-92.7% |
| Participant deferral / active EE | $4,824 | $4,036+19.5% | $5,072-4.9% | $4,139+16.5% |
| Admin fee / account holder | $12,898 | $7,146+80.5% | $8,859+45.6% | $7,234+78.3% |