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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 | $19,777 | $117,846-83.2% | $102,434-80.7% | $145,884-86.4% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 14.23% | 31.90%-17.7pp | 29.46%-15.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $287 | $3,615-92.1% | $3,023-90.5% | $4,662-93.9% |
| Participant deferral / active EE | $1,969 | $5,733-65.7% | $5,055-61.0% | $6,690-70.6% |
| Admin fee / account holder | $3,094 | $13,356-76.8% | $9,462-67.3% | $13,392-76.9% |