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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 | $107,156 | $124,425-13.9% | $112,040-4.4% | $137,256-21.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 14.12% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $579 | $3,411-83.0% | $2,954-80.4% | $4,156-86.1% |
| Participant deferral / active EE | $2,597 | $5,718-54.6% | $5,098-49.1% | $6,407-59.5% |
| Admin fee / account holder | $6,314 | $15,207-58.5% | $12,098-47.8% | $12,270-48.5% |