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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 | $59,464 | $201,264-70.5% | $184,185-67.7% | $145,978-59.3% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 17.37% | 29.00%-11.6pp | 28.81%-11.4pp | 550.52%-533.2pp |
| Employer contribution / active EE | $1,317 | $7,021-81.2% | $6,426-79.5% | $4,662-71.7% |
| Participant deferral / active EE | $6,647 | $9,806-32.2% | $9,132-27.2% | $6,690-0.6% |
| Admin fee / account holder | $5,158 | $16,376-68.5% | $13,909-62.9% | $13,400-61.5% |