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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 | $52,640 | $78,423-32.9% | $95,964-45.1% | $79,856-34.1% |
| Participation rate | 95.9% | 73.5%+22.4pp | 77.1%+18.8pp | 69.6%+26.3pp |
| Annual return | 11.76% | 19.37%-7.6pp | 91.64%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $259 | $1,945-86.7% | $2,541-89.8% | $2,471-89.5% |
| Participant deferral / active EE | $2,950 | $3,440-14.3% | $4,167-29.2% | $3,741-21.1% |
| Admin fee / account holder | $4,322 | $5,622-23.1% | $6,797-36.4% | $5,306-18.6% |