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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 | $120,574 | $106,749+13.0% | $145,433-17.1% | $82,448+46.2% |
| Participation rate | 77.4% | 75.6%+1.8pp | 82.1%-4.7pp | 68.1%+9.4pp |
| Annual return | 18.64% | 27.59%-9.0pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $278 | $3,444-91.9% | $4,554-93.9% | $2,551-89.1% |
| Participant deferral / active EE | $4,807 | $6,519-26.3% | $7,897-39.1% | $4,139+16.1% |
| Admin fee / account holder | $7,514 | $8,390-10.4% | $13,129-42.8% | $7,234+3.9% |