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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 | $69,377 | $167,415-58.6% | $140,514-50.6% | $198,609-65.1% |
| Participation rate | 77.8% | 80.9%-3.1pp | 77.8%0pp | 82.4%-4.6pp |
| Annual return | 6.09% | 13.85%-7.8pp | 14.36%-8.3pp | 202.70%-196.6pp |
| Employer contribution / active EE | $534 | $4,088-86.9% | $3,378-84.2% | $5,055-89.4% |
| Participant deferral / active EE | $5,336 | $5,579-4.4% | $4,919+8.5% | $6,977-23.5% |
| Admin fee / account holder | $45,817 | $16,730+173.9% | $13,697+234.5% | $19,030+140.8% |