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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 | $92,524 | $78,690+17.6% | $161,489-42.7% | $87,485+5.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.99% | 32.74%-18.8pp | 89.72%-75.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $127 | $2,588-95.1% | $4,268-97.0% | $2,596-95.1% |
| Participant deferral / active EE | $4,518 | $3,311+36.5% | $5,630-19.7% | $4,274+5.7% |
| Admin fee / account holder | $8,169 | $6,724+21.5% | $16,006-49.0% | $7,775+5.1% |