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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 | $124,151 | $72,486+71.3% | $87,103+42.5% | $72,976+70.1% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 21.70% | 24.46%-2.8pp | 28.19%-6.5pp | 81.02%-59.3pp |
| Employer contribution / active EE | $311 | $1,894-83.6% | $2,521-87.7% | $2,440-87.3% |
| Participant deferral / active EE | $1,901 | $3,270-41.9% | $4,049-53.1% | $3,608-47.3% |
| Admin fee / account holder | $8,965 | $5,055+77.4% | $7,491+19.7% | $5,124+75.0% |