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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 | $158,569 | $199,109-20.4% | $173,730-8.7% | $154,746+2.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 17.12% | 20.02%-2.9pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,163 | $5,311-78.1% | $4,577-74.6% | $4,379-73.4% |
| Participant deferral / active EE | $2,327 | $7,113-67.3% | $6,326-63.2% | $6,730-65.4% |
| Admin fee / account holder | $6,054 | $20,916-71.1% | $17,523-65.5% | $14,365-57.9% |