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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 | $21,953 | $124,425-82.4% | $112,040-80.4% | $137,256-84.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.51% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $660 | $3,411-80.7% | $2,954-77.7% | $4,156-84.1% |
| Participant deferral / active EE | $2,691 | $5,718-52.9% | $5,098-47.2% | $6,407-58.0% |
| Admin fee / account holder | $558 | $15,207-96.3% | $12,098-95.4% | $12,270-95.4% |