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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 | $217,920 | $97,550+123.4% | $120,344+81.1% | $87,485+149.1% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.7%+1.1pp | 68.9%+8.8pp |
| Annual return | 16.07% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-10.0pp |
| Employer contribution / active EE | $226 | $2,291-90.1% | $3,020-92.5% | $2,596-91.3% |
| Participant deferral / active EE | $5,950 | $4,230+40.7% | $5,135+15.9% | $4,274+39.2% |
| Admin fee / account holder | $1,203 | $9,543-87.4% | $12,742-90.6% | $7,775-84.5% |