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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 | $43,790 | $71,809-39.0% | $61,048-28.3% | $152,897-71.4% |
| Participation rate | 83.3% | 84.2%-0.8pp | 79.3%+4.0pp | 82.5%+0.9pp |
| Annual return | 22.08% | 29.74%-7.7pp | 26.18%-4.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $651 | $4,545-85.7% | $3,716-82.5% | $4,764-86.3% |
| Participant deferral / active EE | $3,329 | $5,467-39.1% | $4,470-25.5% | $5,851-43.1% |
| Admin fee / account holder | $517 | $4,750-89.1% | $3,728-86.1% | $11,599-95.5% |