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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 | $77,814+18.9% | $158,223-41.5% | $86,983+6.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 13.99% | 30.54%-16.6pp | 52.09%-38.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $127 | $2,592-95.1% | $4,109-96.9% | $2,584-95.1% |
| Participant deferral / active EE | $4,518 | $3,270+38.2% | $5,467-17.4% | $4,194+7.7% |
| Admin fee / account holder | $8,169 | $5,879+39.0% | $16,047-49.1% | $7,856+4.0% |