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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 | $153,062 | $254,759-39.9% | $216,567-29.3% | $198,609-22.9% |
| Participation rate | 73.9% | 84.5%-10.6pp | 81.6%-7.7pp | 82.4%-8.5pp |
| Annual return | 15.37% | 10.04%+5.3pp | 12.94%+2.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $431 | $6,096-92.9% | $5,216-91.7% | $5,055-91.5% |
| Participant deferral / active EE | $2,940 | $6,948-57.7% | $6,191-52.5% | $6,977-57.9% |
| Admin fee / account holder | $1,143 | $26,311-95.7% | $21,981-94.8% | $19,030-94.0% |