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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 | $167,922 | $126,661+32.6% | $113,397+48.1% | $138,895+20.9% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 16.02% | 25.05%-9.0pp | 23.20%-7.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $125 | $3,456-96.4% | $2,977-95.8% | $4,194-97.0% |
| Participant deferral / active EE | $2,744 | $5,693-51.8% | $5,076-45.9% | $6,396-57.1% |
| Admin fee / account holder | $12,799 | $14,549-12.0% | $11,957+7.0% | $12,562+1.9% |