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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 | $167,728 | $209,336-19.9% | $197,124-14.9% | $137,256+22.2% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 16.91% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,090 | $6,591-83.5% | $6,227-82.5% | $4,156-73.8% |
| Participant deferral / active EE | $13,744 | $9,614+43.0% | $9,135+50.5% | $6,407+114.5% |
| Admin fee / account holder | $35,700 | $17,308+106.3% | $16,298+119.0% | $12,270+191.0% |