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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 | $29,920 | $154,228-80.6% | $145,433-79.4% | $137,256-78.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.61% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $798 | $4,804-83.4% | $4,554-82.5% | $4,156-80.8% |
| Participant deferral / active EE | $2,697 | $8,216-67.2% | $7,897-65.8% | $6,407-57.9% |
| Admin fee / account holder | $4,522 | $14,344-68.5% | $13,129-65.6% | $12,270-63.1% |