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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 | $163,673 | $94,436+73.3% | $115,599+41.6% | $82,637+98.1% |
| Participation rate | 78.6% | 70.4%+8.1pp | 74.3%+4.3pp | 68.1%+10.5pp |
| Annual return | 16.05% | 18.37%-2.3pp | 111.10%-95.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $387 | $2,324-83.3% | $2,955-86.9% | $2,552-84.8% |
| Participant deferral / active EE | $5,067 | $3,955+28.1% | $4,889+3.6% | $4,126+22.8% |
| Admin fee / account holder | $15,648 | $10,328+51.5% | $12,841+21.9% | $7,339+113.2% |