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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 | $58,305 | $123,793-52.9% | $177,827-67.2% | $79,858-27.0% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 23.72% | 22.82%+0.9pp | 48.32%-24.6pp | 31.72%-8.0pp |
| Employer contribution / active EE | $1,056 | $4,095-74.2% | $5,918-82.2% | $2,471-57.3% |
| Participant deferral / active EE | $5,154 | $5,956-13.5% | $7,713-33.2% | $3,740+37.8% |
| Admin fee / account holder | $1,048 | $7,243-85.5% | $12,429-91.6% | $5,306-80.2% |