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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 | $66,346 | $96,731-31.4% | $123,973-46.5% | $86,983-23.7% |
| Participation rate | 75.6% | 70.0%+5.5pp | 76.7%-1.1pp | 69.5%+6.0pp |
| Annual return | 18.16% | 17.33%+0.8pp | 388.13%-370.0pp | 25.83%-7.7pp |
| Employer contribution / active EE | $683 | $3,297-79.3% | $4,126-83.5% | $2,584-73.6% |
| Participant deferral / active EE | $3,323 | $4,152-20.0% | $5,247-36.7% | $4,194-20.8% |
| Admin fee / account holder | $5,975 | $8,722-31.5% | $11,799-49.4% | $7,856-23.9% |