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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 | $88,952 | $124,425-28.5% | $112,040-20.6% | $137,256-35.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 12.06% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $464 | $3,411-86.4% | $2,954-84.3% | $4,156-88.8% |
| Participant deferral / active EE | $2,474 | $5,718-56.7% | $5,098-51.5% | $6,407-61.4% |
| Admin fee / account holder | $17,959 | $15,207+18.1% | $12,098+48.4% | $12,270+46.4% |