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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 | $13,819 | $85,094-83.8% | $76,327-81.9% | $145,884-90.5% |
| Participation rate | 70.0% | 82.9%-12.9pp | 79.2%-9.2pp | 80.3%-10.3pp |
| Annual return | 20.51% | 13.13%+7.4pp | 13.79%+6.7pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,209 | $5,261-77.0% | $4,584-73.6% | $4,662-74.1% |
| Participant deferral / active EE | $2,389 | $6,390-62.6% | $5,478-56.4% | $6,690-64.3% |
| Admin fee / account holder | $384 | $5,773-93.4% | $5,139-92.5% | $13,392-97.1% |