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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 | $110,421 | $239,571-53.9% | $183,328-39.8% | $137,256-19.6% |
| Participation rate | 93.8% | 82.4%+11.3pp | 77.3%+16.4pp | 80.0%+13.8pp |
| Annual return | 12.69% | 35.69%-23.0pp | 29.67%-17.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,335 | $6,148-78.3% | $5,055-73.6% | $4,156-67.9% |
| Participant deferral / active EE | $4,146 | $7,995-48.1% | $6,795-39.0% | $6,407-35.3% |
| Admin fee / account holder | $3,198 | $30,059-89.4% | $21,427-85.1% | $12,270-73.9% |