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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 | $78,633 | $95,453-17.6% | $112,040-29.8% | $82,448-4.6% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 20.63% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $541 | $2,318-76.7% | $2,954-81.7% | $2,551-78.8% |
| Participant deferral / active EE | $5,327 | $4,224+26.1% | $5,098+4.5% | $4,139+28.7% |
| Admin fee / account holder | $2,926 | $9,013-67.5% | $12,098-75.8% | $7,234-59.6% |