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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 | $216,196 | $107,733+100.7% | $92,985+132.5% | $154,746+39.7% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 16.89% | 30.39%-13.5pp | 27.99%-11.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $493 | $3,126-84.2% | $2,662-81.5% | $4,379-88.7% |
| Participant deferral / active EE | $8,855 | $5,053+75.2% | $4,377+102.3% | $6,730+31.6% |
| Admin fee / account holder | $2,128 | $11,369-81.3% | $9,463-77.5% | $14,365-85.2% |