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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 | $34,565 | $199,109-82.6% | $173,730-80.1% | $154,746-77.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 14.56% | 20.02%-5.5pp | 19.96%-5.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $962 | $5,311-81.9% | $4,577-79.0% | $4,379-78.0% |
| Participant deferral / active EE | $3,205 | $7,113-54.9% | $6,326-49.3% | $6,730-52.4% |
| Admin fee / account holder | $677 | $20,916-96.8% | $17,523-96.1% | $14,365-95.3% |