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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 | $73,442 | $138,312-46.9% | $122,979-40.3% | $155,188-52.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.54% | 22.06%-5.5pp | 20.12%-3.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $747 | $3,530-78.8% | $3,062-75.6% | $4,248-82.4% |
| Participant deferral / active EE | $5,680 | $5,592+1.6% | $5,003+13.5% | $6,531-13.0% |
| Admin fee / account holder | $326 | $15,089-97.8% | $12,864-97.5% | $14,480-97.7% |