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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 | $50,382 | $181,896-72.3% | $156,551-67.8% | $273,972-81.6% |
| Participation rate | 77.3% | 88.4%-11.1pp | 84.0%-6.7pp | 83.0%-5.7pp |
| Annual return | 3.63% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $91 | $6,248-98.5% | $5,501-98.3% | $4,869-98.1% |
| Participant deferral / active EE | $2,564 | $5,550-53.8% | $4,871-47.4% | $5,287-51.5% |
| Admin fee / account holder | $11,696 | $15,560-24.8% | $13,028-10.2% | $10,133+15.4% |