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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 | $99,361 | $124,425-20.1% | $112,040-11.3% | $137,256-27.6% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 10.30% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $644 | $3,411-81.1% | $2,954-78.2% | $4,156-84.5% |
| Participant deferral / active EE | $4,077 | $5,718-28.7% | $5,098-20.0% | $6,407-36.4% |
| Admin fee / account holder | $7,163 | $15,207-52.9% | $12,098-40.8% | $12,270-41.6% |