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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 | $93,382 | $81,446+14.7% | $103,374-9.7% | $80,874+15.5% |
| Participation rate | 82.7% | 66.9%+15.8pp | 74.5%+8.2pp | 67.6%+15.0pp |
| Annual return | 15.01% | 25.57%-10.6pp | 24.89%-9.9pp | 35.62%-20.6pp |
| Employer contribution / active EE | $769 | $3,107-75.2% | $3,869-80.1% | $2,756-72.1% |
| Participant deferral / active EE | $2,870 | $3,870-25.8% | $5,058-43.3% | $4,297-33.2% |
| Admin fee / account holder | $1,373 | $6,715-79.6% | $8,394-83.6% | $6,935-80.2% |