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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 | $76,407+21.1% | $150,298-38.4% | $82,448+12.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.99% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $127 | $2,614-95.1% | $4,154-96.9% | $2,551-95.0% |
| Participant deferral / active EE | $4,518 | $3,214+40.6% | $5,453-17.1% | $4,139+9.2% |
| Admin fee / account holder | $8,169 | $6,352+28.6% | $14,116-42.1% | $7,234+12.9% |