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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 | $75,023 | $95,453-21.4% | $112,040-33.0% | $82,448-9.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 13.72% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $484 | $2,318-79.1% | $2,954-83.6% | $2,551-81.0% |
| Participant deferral / active EE | $3,682 | $4,224-12.8% | $5,098-27.8% | $4,139-11.0% |
| Admin fee / account holder | $811 | $9,013-91.0% | $12,098-93.3% | $7,234-88.8% |