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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 | $86,735 | $213,785-59.4% | $185,441-53.2% | $155,188-44.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.17% | 19.97%-5.8pp | 20.16%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $493 | $5,393-90.9% | $4,672-89.4% | $4,248-88.4% |
| Participant deferral / active EE | $4,936 | $6,864-28.1% | $6,152-19.8% | $6,531-24.4% |
| Admin fee / account holder | $2,048 | $21,134-90.3% | $17,890-88.6% | $14,480-85.9% |