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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 | $57,102 | $106,524-46.4% | $152,301-62.5% | $87,485-34.7% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 14.16% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $503 | $3,371-85.1% | $4,624-89.1% | $2,596-80.6% |
| Participant deferral / active EE | $3,354 | $6,525-48.6% | $8,004-58.1% | $4,274-21.5% |
| Admin fee / account holder | $11,393 | $8,287+37.5% | $14,398-20.9% | $7,775+46.5% |