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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 | $48,750 | $97,550-50.0% | $120,344-59.5% | $87,485-44.3% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.7%+9.0pp | 68.9%+16.8pp |
| Annual return | 19.19% | 18.41%+0.8pp | 20.30%-1.1pp | 26.06%-6.9pp |
| Employer contribution / active EE | $381 | $2,291-83.4% | $3,020-87.4% | $2,596-85.3% |
| Participant deferral / active EE | $3,009 | $4,230-28.9% | $5,135-41.4% | $4,274-29.6% |
| Admin fee / account holder | $9,844 | $9,543+3.2% | $12,742-22.7% | $7,775+26.6% |