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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 | $93,150 | $90,674+2.7% | $96,707-3.7% | $82,448+13.0% |
| Participation rate | 71.8% | 75.9%-4.2pp | 80.4%-8.6pp | 68.1%+3.7pp |
| Annual return | 14.42% | 49.05%-34.6pp | 34.78%-20.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $487 | $3,975-87.7% | $4,191-88.4% | $2,551-80.9% |
| Participant deferral / active EE | $3,015 | $5,696-47.1% | $5,997-49.7% | $4,139-27.2% |
| Admin fee / account holder | $16,176 | $7,568+113.7% | $7,503+115.6% | $7,234+123.6% |