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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 | $124,425+35.0% | $112,040+49.9% | $137,256+22.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 16.02% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $125 | $3,411-96.3% | $2,954-95.8% | $4,156-97.0% |
| Participant deferral / active EE | $2,744 | $5,718-52.0% | $5,098-46.2% | $6,407-57.2% |
| Admin fee / account holder | $12,799 | $15,207-15.8% | $12,098+5.8% | $12,270+4.3% |