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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 | $204,046 | $124,425+64.0% | $112,040+82.1% | $137,256+48.7% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 18.89% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $770 | $3,411-77.4% | $2,954-73.9% | $4,156-81.5% |
| Participant deferral / active EE | $3,900 | $5,718-31.8% | $5,098-23.5% | $6,407-39.1% |
| Admin fee / account holder | $819 | $15,207-94.6% | $12,098-93.2% | $12,270-93.3% |