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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 | $218,244 | $254,759-14.3% | $216,567+0.8% | $198,609+9.9% |
| Participation rate | 86.7% | 84.5%+2.1pp | 81.6%+5.0pp | 82.4%+4.3pp |
| Annual return | 17.09% | 10.04%+7.0pp | 12.94%+4.1pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,275 | $6,096-79.1% | $5,216-75.5% | $5,055-74.8% |
| Participant deferral / active EE | $6,871 | $6,948-1.1% | $6,191+11.0% | $6,977-1.5% |
| Admin fee / account holder | $2,195 | $26,311-91.7% | $21,981-90.0% | $19,030-88.5% |