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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 | $68,209 | $103,392-34.0% | $87,104-21.7% | $152,897-55.4% |
| Participation rate | 72.2% | 79.4%-7.1pp | 76.9%-4.7pp | 82.5%-10.2pp |
| Annual return | 20.40% | 28.10%-7.7pp | 28.19%-7.8pp | 345.43%-325.0pp |
| Employer contribution / active EE | $305 | $3,221-90.5% | $2,521-87.9% | $4,764-93.6% |
| Participant deferral / active EE | $2,490 | $4,778-47.9% | $4,048-38.5% | $5,851-57.4% |
| Admin fee / account holder | $474 | $12,194-96.1% | $7,491-93.7% | $11,599-95.9% |