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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 | $31,016 | $108,882-71.5% | $96,754-67.9% | $154,746-80.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 14.54% | 98.39%-83.9pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $330 | $3,018-89.1% | $2,679-87.7% | $4,379-92.5% |
| Participant deferral / active EE | $6,197 | $5,323+16.4% | $4,758+30.2% | $6,730-7.9% |
| Admin fee / account holder | $3,700 | $10,200-63.7% | $8,905-58.4% | $14,365-74.2% |