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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 | $77,604 | $254,759-69.5% | $216,567-64.2% | $198,609-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.91% | 10.04%-1.1pp | 12.94%-4.0pp | 202.70%-193.8pp |
| Employer contribution / active EE | $1,422 | $6,096-76.7% | $5,216-72.7% | $5,055-71.9% |
| Participant deferral / active EE | $9,181 | $6,948+32.1% | $6,191+48.3% | $6,977+31.6% |
| Admin fee / account holder | $1,708 | $26,311-93.5% | $21,981-92.2% | $19,030-91.0% |