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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 | $107,170 | $157,304-31.9% | $141,197-24.1% | $152,909-29.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.79% | 64.34%-37.5pp | 71.41%-44.6pp | 345.46%-318.7pp |
| Employer contribution / active EE | $581 | $5,263-89.0% | $4,736-87.7% | $4,764-87.8% |
| Participant deferral / active EE | $6,649 | $7,111-6.5% | $6,710-0.9% | $5,851+13.6% |
| Admin fee / account holder | $3,321 | $12,126-72.6% | $10,265-67.7% | $11,601-71.4% |