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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 | $90,677 | $73,978+22.6% | $96,515-6.0% | $75,173+20.6% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 13.91% | 26.72%-12.8pp | 35.73%-21.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $160 | $2,931-94.5% | $3,740-95.7% | $2,671-94.0% |
| Participant deferral / active EE | $2,929 | $3,660-20.0% | $4,880-40.0% | $4,126-29.0% |
| Admin fee / account holder | $9,126 | $5,219+74.9% | $6,735+35.5% | $5,651+61.5% |