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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 | $190,044 | $97,550+94.8% | $120,344+57.9% | $87,485+117.2% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.7%+3.9pp | 68.9%+11.7pp |
| Annual return | 16.54% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.5pp |
| Employer contribution / active EE | $665 | $2,291-71.0% | $3,020-78.0% | $2,596-74.4% |
| Participant deferral / active EE | $4,840 | $4,230+14.4% | $5,135-5.7% | $4,274+13.2% |
| Admin fee / account holder | $2,193 | $9,543-77.0% | $12,742-82.8% | $7,775-71.8% |