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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 | $99,198 | $118,877-16.6% | $96,570+2.7% | $167,536-40.8% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 18.09% | 50.50%-32.4pp | 37.79%-19.7pp | 478.82%-460.7pp |
| Employer contribution / active EE | $191 | $3,121-93.9% | $2,357-91.9% | $4,839-96.0% |
| Participant deferral / active EE | $5,498 | $4,617+19.1% | $3,849+42.8% | $6,342-13.3% |
| Admin fee / account holder | $830 | $8,069-89.7% | $6,182-86.6% | $12,315-93.3% |