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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 | $167,264 | $138,312+20.9% | $122,979+36.0% | $155,188+7.8% |
| Participation rate | 70.6% | 80.2%-9.6pp | 77.2%-6.6pp | 80.8%-10.2pp |
| Annual return | 13.92% | 22.06%-8.1pp | 20.12%-6.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $581 | $3,530-83.6% | $3,062-81.0% | $4,248-86.3% |
| Participant deferral / active EE | $3,771 | $5,592-32.6% | $5,003-24.6% | $6,531-42.3% |
| Admin fee / account holder | $3,292 | $15,089-78.2% | $12,864-74.4% | $14,480-77.3% |