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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 | $101,296 | $70,435+43.8% | $96,575+4.9% | $85,856+18.0% |
| Participation rate | 71.3% | 61.8%+9.4pp | 69.8%+1.4pp | 69.3%+1.9pp |
| Annual return | 28.45% | 18.59%+9.9pp | 37.79%-9.3pp | 318.58%-290.1pp |
| Employer contribution / active EE | $209 | $1,413-85.2% | $2,357-91.2% | $2,565-91.9% |
| Participant deferral / active EE | $1,423 | $2,894-50.8% | $3,849-63.0% | $3,952-64.0% |
| Admin fee / account holder | $2,505 | $4,997-49.9% | $6,182-59.5% | $6,261-60.0% |