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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 | $47,054 | $79,961-41.2% | $98,462-52.2% | $75,177-37.4% |
| Participation rate | 94.9% | 70.4%+24.6pp | 75.2%+19.8pp | 67.2%+27.7pp |
| Annual return | 16.33% | 19.75%-3.4pp | 21.17%-4.8pp | 160.75%-144.4pp |
| Employer contribution / active EE | $371 | $2,264-83.6% | $3,049-87.8% | $2,671-86.1% |
| Participant deferral / active EE | $2,144 | $3,753-42.9% | $4,738-54.7% | $4,126-48.0% |
| Admin fee / account holder | $1,472 | $6,842-78.5% | $8,875-83.4% | $5,651-74.0% |