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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 | $63,978 | $151,314-57.7% | $258,236-75.2% | $122,131-47.6% |
| Participation rate | 75.9% | 73.9%+2.0pp | 81.9%-6.0pp | 75.1%+0.8pp |
| Annual return | 29.23% | 15.82%+13.4pp | -3.31%+32.5pp | 16.17%+13.1pp |
| Employer contribution / active EE | $803 | $5,035-84.1% | $7,891-89.8% | $3,608-77.8% |
| Participant deferral / active EE | $4,779 | $4,073+17.3% | $5,237-8.7% | $3,892+22.8% |
| Admin fee / account holder | $8,265 | $10,152-18.6% | $14,475-42.9% | $11,586-28.7% |