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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 | $44,734 | $181,896-75.4% | $156,551-71.4% | $273,972-83.7% |
| Participation rate | 95.8% | 88.4%+7.4pp | 84.0%+11.8pp | 83.0%+12.8pp |
| Annual return | 10.07% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,244 | $6,248-80.1% | $5,501-77.4% | $4,869-74.5% |
| Participant deferral / active EE | $5,164 | $5,550-7.0% | $4,871+6.0% | $5,287-2.3% |
| Admin fee / account holder | $2,138 | $15,560-86.3% | $13,028-83.6% | $10,133-78.9% |