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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 | $167,415-46.9% | $140,514-36.7% | $198,609-55.2% |
| Participation rate | 87.5% | 80.9%+6.6pp | 77.8%+9.7pp | 82.4%+5.1pp |
| Annual return | 12.06% | 13.85%-1.8pp | 14.36%-2.3pp | 202.70%-190.6pp |
| Employer contribution / active EE | $464 | $4,088-88.6% | $3,378-86.3% | $5,055-90.8% |
| Participant deferral / active EE | $2,474 | $5,579-55.6% | $4,919-49.7% | $6,977-64.5% |
| Admin fee / account holder | $17,959 | $16,730+7.3% | $13,697+31.1% | $19,030-5.6% |