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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 | $50,048 | $103,392-51.6% | $87,104-42.5% | $152,897-67.3% |
| Participation rate | 73.7% | 79.4%-5.7pp | 76.9%-3.2pp | 82.5%-8.8pp |
| Annual return | 16.09% | 28.10%-12.0pp | 28.19%-12.1pp | 345.43%-329.3pp |
| Employer contribution / active EE | $372 | $3,221-88.5% | $2,521-85.3% | $4,764-92.2% |
| Participant deferral / active EE | $4,125 | $4,778-13.7% | $4,048+1.9% | $5,851-29.5% |
| Admin fee / account holder | $9,561 | $12,194-21.6% | $7,491+27.6% | $11,599-17.6% |