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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 | $72,355 | $103,393-30.0% | $87,103-16.9% | $152,909-52.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 20.37% | 28.10%-7.7pp | 28.19%-7.8pp | 345.46%-325.1pp |
| Employer contribution / active EE | $429 | $3,221-86.7% | $2,521-83.0% | $4,764-91.0% |
| Participant deferral / active EE | $1,891 | $4,778-60.4% | $4,049-53.3% | $5,851-67.7% |
| Admin fee / account holder | $429 | $12,195-96.5% | $7,491-94.3% | $11,601-96.3% |