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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 | $149,237 | $254,759-41.4% | $216,567-31.1% | $198,609-24.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 14.81% | 10.04%+4.8pp | 12.94%+1.9pp | 202.70%-187.9pp |
| Employer contribution / active EE | $1,297 | $6,096-78.7% | $5,216-75.1% | $5,055-74.3% |
| Participant deferral / active EE | $6,371 | $6,948-8.3% | $6,191+2.9% | $6,977-8.7% |
| Admin fee / account holder | $14,638 | $26,311-44.4% | $21,981-33.4% | $19,030-23.1% |