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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 | $57,095 | $94,436-39.5% | $115,599-50.6% | $82,637-30.9% |
| Participation rate | 81.6% | 70.4%+11.2pp | 74.3%+7.3pp | 68.1%+13.5pp |
| Annual return | 15.26% | 18.37%-3.1pp | 111.10%-95.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $9 | $2,324-99.6% | $2,955-99.7% | $2,552-99.7% |
| Participant deferral / active EE | $3,178 | $3,955-19.6% | $4,889-35.0% | $4,126-23.0% |
| Admin fee / account holder | $1,563 | $10,328-84.9% | $12,841-87.8% | $7,339-78.7% |