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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 | $156,939 | $185,312-15.3% | $161,489-2.8% | $154,746+1.4% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 13.90% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $722 | $4,769-84.9% | $4,268-83.1% | $4,379-83.5% |
| Participant deferral / active EE | $3,302 | $6,350-48.0% | $5,630-41.3% | $6,730-50.9% |
| Admin fee / account holder | $8,361 | $18,654-55.2% | $16,006-47.8% | $14,365-41.8% |