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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 | $89,366 | $89,3670% | $141,191-36.7% | $72,975+22.5% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 22.34% | 111.87%-89.5pp | 71.41%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $438 | $3,115-85.9% | $4,736-90.8% | $2,440-82.1% |
| Participant deferral / active EE | $6,536 | $5,419+20.6% | $6,710-2.6% | $3,608+81.2% |
| Admin fee / account holder | $875 | $5,957-85.3% | $10,264-91.5% | $5,124-82.9% |