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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 | $108,672 | $199,109-45.4% | $173,730-37.4% | $154,746-29.8% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.6%+5.0pp | 80.7%+3.9pp |
| Annual return | 14.89% | 20.02%-5.1pp | 19.96%-5.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $442 | $5,311-91.7% | $4,577-90.3% | $4,379-89.9% |
| Participant deferral / active EE | $4,128 | $7,113-42.0% | $6,326-34.7% | $6,730-38.7% |
| Admin fee / account holder | $1,876 | $20,916-91.0% | $17,523-89.3% | $14,365-86.9% |