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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 | $56,543 | $108,825-48.0% | $156,181-63.8% | $82,448-31.4% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 14.64% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $468 | $2,870-83.7% | $4,294-89.1% | $2,551-81.7% |
| Participant deferral / active EE | $6,063 | $4,577+32.5% | $6,132-1.1% | $4,139+46.5% |
| Admin fee / account holder | $1,129 | $9,341-87.9% | $14,586-92.3% | $7,234-84.4% |