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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 | $70,447 | $86,949-19.0% | $102,460-31.2% | $80,959-13.0% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.7%+4.7pp |
| Annual return | 13.51% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $516 | $2,370-78.2% | $3,025-83.0% | $2,757-81.3% |
| Participant deferral / active EE | $4,473 | $4,121+8.5% | $5,056-11.5% | $4,300+4.0% |
| Admin fee / account holder | $3,181 | $8,048-60.5% | $9,460-66.4% | $6,925-54.1% |