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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 | $81,948 | $95,453-14.1% | $112,040-26.9% | $82,448-0.6% |
| Participation rate | 79.4% | 72.8%+6.7pp | 76.5%+2.9pp | 68.1%+11.3pp |
| Annual return | 12.96% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $653 | $2,318-71.8% | $2,954-77.9% | $2,551-74.4% |
| Participant deferral / active EE | $4,133 | $4,224-2.1% | $5,098-18.9% | $4,139-0.1% |
| Admin fee / account holder | $2,954 | $9,013-67.2% | $12,098-75.6% | $7,234-59.2% |