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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 | $110,751 | $126,661-12.6% | $113,397-2.3% | $138,895-20.3% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.5%-3.2pp | 79.9%-6.6pp |
| Annual return | 17.80% | 25.05%-7.3pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $430 | $3,456-87.5% | $2,977-85.5% | $4,194-89.7% |
| Participant deferral / active EE | $3,341 | $5,693-41.3% | $5,076-34.2% | $6,396-47.8% |
| Admin fee / account holder | $422 | $14,549-97.1% | $11,957-96.5% | $12,562-96.6% |