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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 | $100,905 | $86,940+16.1% | $102,434-1.5% | $80,935+24.7% |
| Participation rate | 72.7% | 72.4%+0.3pp | 76.5%-3.8pp | 67.7%+5.1pp |
| Annual return | 19.23% | 18.89%+0.3pp | 29.46%-10.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $559 | $2,370-76.4% | $3,023-81.5% | $2,757-79.7% |
| Participant deferral / active EE | $2,974 | $4,121-27.8% | $5,055-41.2% | $4,299-30.8% |
| Admin fee / account holder | $4,388 | $8,047-45.5% | $9,462-53.6% | $6,924-36.6% |