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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 | $85,491 | $105,856-19.2% | $90,161-5.2% | $147,586-42.1% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.5pp | 82.8%-9.5pp |
| Annual return | 14.87% | 37.63%-22.8pp | 34.89%-20.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $450 | $4,126-89.1% | $3,318-86.5% | $4,876-90.8% |
| Participant deferral / active EE | $2,028 | $5,733-64.6% | $5,287-61.6% | $5,439-62.7% |
| Admin fee / account holder | $1,181 | $8,046-85.3% | $5,943-80.1% | $10,886-89.1% |