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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 | $38,265 | $156,616-75.6% | $133,346-71.3% | $198,609-80.7% |
| Participation rate | 70.0% | 77.7%-7.7pp | 72.8%-2.8pp | 82.4%-12.4pp |
| Annual return | 41.76% | 44.25%-2.5pp | 36.85%+4.9pp | 202.70%-160.9pp |
| Employer contribution / active EE | $200 | $3,368-94.0% | $2,853-93.0% | $5,055-96.0% |
| Participant deferral / active EE | $2,490 | $4,920-49.4% | $4,332-42.5% | $6,977-64.3% |
| Admin fee / account holder | $3,188 | $17,468-81.7% | $14,264-77.6% | $19,030-83.2% |