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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 | $71,688 | $94,031-23.8% | $115,768-38.1% | $82,448-13.1% |
| Participation rate | 76.3% | 70.4%+5.9pp | 74.4%+1.9pp | 68.1%+8.2pp |
| Annual return | 26.23% | 20.61%+5.6pp | 100.46%-74.2pp | 41.64%-15.4pp |
| Employer contribution / active EE | $629 | $2,323-72.9% | $2,940-78.6% | $2,551-75.4% |
| Participant deferral / active EE | $2,806 | $3,972-29.4% | $4,917-42.9% | $4,139-32.2% |
| Admin fee / account holder | $1,471 | $10,249-85.7% | $12,439-88.2% | $7,234-79.7% |