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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 | $82,886 | $78,425+5.7% | $95,956-13.6% | $79,858+3.8% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 13.32% | 19.37%-6.1pp | 91.63%-78.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $416 | $1,945-78.6% | $2,541-83.6% | $2,471-83.2% |
| Participant deferral / active EE | $2,949 | $3,440-14.3% | $4,167-29.2% | $3,740-21.2% |
| Admin fee / account holder | $4,742 | $5,622-15.7% | $6,797-30.2% | $5,306-10.6% |