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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 | $187,470 | $106,749+75.6% | $145,433+28.9% | $82,448+127.4% |
| Participation rate | 71.1% | 75.6%-4.6pp | 82.1%-11.1pp | 68.1%+3.0pp |
| Annual return | 17.00% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $81 | $3,444-97.6% | $4,554-98.2% | $2,551-96.8% |
| Participant deferral / active EE | $16,100 | $6,519+147.0% | $7,897+103.9% | $4,139+289.0% |
| Admin fee / account holder | $2,230 | $8,390-73.4% | $13,129-83.0% | $7,234-69.2% |