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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 | $191,258 | $212,777-10.1% | $173,703+10.1% | $198,609-3.7% |
| Participation rate | 71.4% | 81.1%-9.6pp | 75.9%-4.5pp | 82.4%-10.9pp |
| Annual return | 15.86% | 18.82%-3.0pp | 17.46%-1.6pp | 202.70%-186.8pp |
| Employer contribution / active EE | $765 | $5,214-85.3% | $4,288-82.2% | $5,055-84.9% |
| Participant deferral / active EE | $4,913 | $5,697-13.8% | $4,854+1.2% | $6,977-29.6% |
| Admin fee / account holder | $2,006 | $19,536-89.7% | $15,562-87.1% | $19,030-89.5% |