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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 | $28,189 | $162,136-82.6% | $152,301-81.5% | $154,746-81.8% |
| Participation rate | 81.0% | 84.1%-3.2pp | 82.4%-1.5pp | 80.7%+0.3pp |
| Annual return | 18.14% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $478 | $4,890-90.2% | $4,624-89.7% | $4,379-89.1% |
| Participant deferral / active EE | $2,912 | $8,341-65.1% | $8,004-63.6% | $6,730-56.7% |
| Admin fee / account holder | $1,698 | $15,759-89.2% | $14,398-88.2% | $14,365-88.2% |