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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 | $55,307 | $223,823-75.3% | $211,142-73.8% | $154,746-64.3% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 11.45% | 50.39%-38.9pp | 46.84%-35.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,201 | $6,787-82.3% | $6,442-81.4% | $4,379-72.6% |
| Participant deferral / active EE | $8,110 | $9,750-16.8% | $9,284-12.6% | $6,730+20.5% |
| Admin fee / account holder | $3,938 | $19,707-80.0% | $19,076-79.4% | $14,365-72.6% |