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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 | $47,558 | $181,896-73.9% | $156,551-69.6% | $273,972-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.45% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $843 | $6,248-86.5% | $5,501-84.7% | $4,869-82.7% |
| Participant deferral / active EE | $4,302 | $5,550-22.5% | $4,871-11.7% | $5,287-18.6% |
| Admin fee / account holder | $369 | $15,560-97.6% | $13,028-97.2% | $10,133-96.4% |