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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 | $86,289 | $55,889+54.4% | $76,119+13.4% | $80,935+6.6% |
| Participation rate | 73.3% | 62.1%+11.3pp | 69.1%+4.3pp | 67.7%+5.7pp |
| Annual return | 12.97% | 20.58%-7.6pp | 361.25%-348.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $226 | $1,866-87.9% | $2,693-91.6% | $2,757-91.8% |
| Participant deferral / active EE | $5,044 | $3,051+65.3% | $4,259+18.4% | $4,299+17.3% |
| Admin fee / account holder | $3,656 | $5,241-30.2% | $6,421-43.1% | $6,924-47.2% |