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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 | $91,623 | $124,425-26.4% | $112,040-18.2% | $137,256-33.2% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 14.62% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $446 | $3,411-86.9% | $2,954-84.9% | $4,156-89.3% |
| Participant deferral / active EE | $2,923 | $5,718-48.9% | $5,098-42.7% | $6,407-54.4% |
| Admin fee / account holder | $923 | $15,207-93.9% | $12,098-92.4% | $12,270-92.5% |