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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 | $117,743 | $199,109-40.9% | $173,730-32.2% | $154,746-23.9% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.6%-7.3pp | 80.7%-8.5pp |
| Annual return | 17.24% | 20.02%-2.8pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $972 | $5,311-81.7% | $4,577-78.8% | $4,379-77.8% |
| Participant deferral / active EE | $5,448 | $7,113-23.4% | $6,326-13.9% | $6,730-19.0% |
| Admin fee / account holder | $13,220 | $20,916-36.8% | $17,523-24.6% | $14,365-8.0% |