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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 | $162,842 | $117,829+38.2% | $102,423+59.0% | $145,877+11.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.65% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $788 | $3,615-78.2% | $3,023-73.9% | $4,663-83.1% |
| Participant deferral / active EE | $3,765 | $5,732-34.3% | $5,054-25.5% | $6,691-43.7% |
| Admin fee / account holder | $3,819 | $13,335-71.4% | $9,455-59.6% | $13,402-71.5% |