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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 | $31,885 | $116,203-72.6% | $93,621-65.9% | $152,909-79.1% |
| Participation rate | 76.5% | 78.1%-1.6pp | 75.8%+0.6pp | 82.5%-6.0pp |
| Annual return | 23.40% | 35.96%-12.6pp | 32.76%-9.4pp | 345.46%-322.1pp |
| Employer contribution / active EE | $422 | $3,219-86.9% | $2,719-84.5% | $4,764-91.1% |
| Participant deferral / active EE | $1,366 | $4,605-70.3% | $4,070-66.4% | $5,851-76.7% |
| Admin fee / account holder | $874 | $10,751-91.9% | $7,890-88.9% | $11,601-92.5% |