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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 | $51,698 | $162,136-68.1% | $152,301-66.1% | $154,746-66.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.28% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $753 | $4,890-84.6% | $4,624-83.7% | $4,379-82.8% |
| Participant deferral / active EE | $5,837 | $8,341-30.0% | $8,004-27.1% | $6,730-13.3% |
| Admin fee / account holder | $10,974 | $15,759-30.4% | $14,398-23.8% | $14,365-23.6% |