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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 | $54,948 | $227,399-75.8% | $189,758-71.0% | $198,609-72.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 9.68% | 61.03%-51.3pp | 52.62%-42.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,242 | $5,526-77.5% | $4,767-74.0% | $5,055-75.4% |
| Participant deferral / active EE | $5,435 | $6,837-20.5% | $5,856-7.2% | $6,977-22.1% |
| Admin fee / account holder | $11,803 | $25,162-53.1% | $20,388-42.1% | $19,030-38.0% |