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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 | $61,513 | $81,457-24.5% | $103,378-40.5% | $80,911-24.0% |
| Participation rate | 78.4% | 66.8%+11.5pp | 74.5%+3.9pp | 67.6%+10.7pp |
| Annual return | 64.56% | 25.58%+39.0pp | 24.91%+39.6pp | 35.63%+28.9pp |
| Employer contribution / active EE | $547 | $3,107-82.4% | $3,870-85.9% | $2,756-80.1% |
| Participant deferral / active EE | $2,832 | $3,871-26.8% | $5,058-44.0% | $4,297-34.1% |
| Admin fee / account holder | $16,345 | $6,717+143.4% | $8,401+94.6% | $6,935+135.7% |