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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 | $60,703 | $143,969-57.8% | $199,883-69.6% | $82,637-26.5% |
| Participation rate | 86.8% | 84.1%+2.7pp | 86.8%0pp | 68.1%+18.7pp |
| Annual return | 17.72% | 25.67%-7.9pp | 43.81%-26.1pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,411 | $4,632-69.5% | $6,261-77.5% | $2,552-44.7% |
| Participant deferral / active EE | $4,527 | $6,937-34.7% | $9,138-50.5% | $4,126+9.7% |
| Admin fee / account holder | $4,879 | $14,597-66.6% | $17,268-71.7% | $7,339-33.5% |