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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 | $34,174 | $129,737-73.7% | $119,126-71.3% | $154,746-77.9% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 12.85% | 379.08%-366.2pp | 282.11%-269.3pp | 172.34%-159.5pp |
| Employer contribution / active EE | $579 | $4,375-86.8% | $4,034-85.6% | $4,379-86.8% |
| Participant deferral / active EE | $5,241 | $5,842-10.3% | $5,318-1.5% | $6,730-22.1% |
| Admin fee / account holder | $8,461 | $11,961-29.3% | $10,693-20.9% | $14,365-41.1% |