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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 | $49,093 | $72,607-32.4% | $90,259-45.6% | $87,485-43.9% |
| Participation rate | 97.7% | 64.8%+32.9pp | 70.7%+26.9pp | 68.9%+28.7pp |
| Annual return | 12.61% | 18.59%-6.0pp | 18.88%-6.3pp | 26.06%-13.5pp |
| Employer contribution / active EE | $349 | $1,919-81.8% | $2,291-84.8% | $2,596-86.6% |
| Participant deferral / active EE | $2,540 | $3,055-16.9% | $3,827-33.6% | $4,274-40.6% |
| Admin fee / account holder | $5,020 | $5,947-15.6% | $7,267-30.9% | $7,775-35.4% |