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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 | $77,865 | $124,425-37.4% | $112,040-30.5% | $137,256-43.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 13.32% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $617 | $3,411-81.9% | $2,954-79.1% | $4,156-85.2% |
| Participant deferral / active EE | $3,452 | $5,718-39.6% | $5,098-32.3% | $6,407-46.1% |
| Admin fee / account holder | $4,933 | $15,207-67.6% | $12,098-59.2% | $12,270-59.8% |