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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 | $94,753 | $111,535-15.0% | $105,223-10.0% | $137,256-31.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.00% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $663 | $3,939-83.2% | $3,689-82.0% | $4,156-84.0% |
| Participant deferral / active EE | $2,983 | $5,500-45.8% | $5,072-41.2% | $6,407-53.4% |
| Admin fee / account holder | $7,547 | $9,721-22.4% | $8,859-14.8% | $12,270-38.5% |