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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 | $93,123 | $136,860-32.0% | $120,344-22.6% | $154,746-39.8% |
| Participation rate | 76.5% | 79.9%-3.4pp | 76.7%-0.2pp | 80.7%-4.2pp |
| Annual return | 16.40% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $533 | $3,533-84.9% | $3,020-82.4% | $4,379-87.8% |
| Participant deferral / active EE | $3,155 | $5,793-45.5% | $5,135-38.6% | $6,730-53.1% |
| Admin fee / account holder | $14,029 | $15,393-8.9% | $12,742+10.1% | $14,365-2.3% |