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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 | $21,049 | $110,410-80.9% | $102,437-79.5% | $145,897-85.6% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.0pp |
| Annual return | 9.11% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $792 | $4,217-81.2% | $3,871-79.5% | $4,663-83.0% |
| Participant deferral / active EE | $4,861 | $5,622-13.5% | $5,060-3.9% | $6,689-27.3% |
| Admin fee / account holder | $5,455 | $9,745-44.0% | $8,388-35.0% | $13,390-59.3% |