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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 | $104,508 | $87,166+19.9% | $76,735+36.2% | $137,256-23.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 27.01% | 26.50%+0.5pp | 29.77%-2.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $484 | $2,904-83.3% | $2,454-80.3% | $4,156-88.3% |
| Participant deferral / active EE | $4,780 | $4,726+1.1% | $4,088+16.9% | $6,407-25.4% |
| Admin fee / account holder | $15,003 | $8,403+78.5% | $7,189+108.7% | $12,270+22.3% |