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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 | $190,466 | $116,203+63.9% | $93,621+103.4% | $152,909+24.6% |
| Participation rate | 78.9% | 78.1%+0.9pp | 75.8%+3.1pp | 82.5%-3.5pp |
| Annual return | 21.04% | 35.96%-14.9pp | 32.76%-11.7pp | 345.46%-324.4pp |
| Employer contribution / active EE | $416 | $3,219-87.1% | $2,719-84.7% | $4,764-91.3% |
| Participant deferral / active EE | $4,325 | $4,605-6.1% | $4,070+6.3% | $5,851-26.1% |
| Admin fee / account holder | $577 | $10,751-94.6% | $7,890-92.7% | $11,601-95.0% |