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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 | $110,155 | $123,000-10.4% | $105,582+4.3% | $198,609-44.5% |
| Participation rate | 80.0% | 76.8%+3.2pp | 71.8%+8.2pp | 82.4%-2.4pp |
| Annual return | 18.73% | 18.31%+0.4pp | 18.61%+0.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $906 | $3,582-74.7% | $2,984-69.6% | $5,055-82.1% |
| Participant deferral / active EE | $2,626 | $5,013-47.6% | $4,353-39.7% | $6,977-62.4% |
| Admin fee / account holder | $1,193 | $16,254-92.7% | $12,856-90.7% | $19,030-93.7% |