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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 | $30,970 | $94,031-67.1% | $115,768-73.2% | $82,448-62.4% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.4%+19.4pp | 68.1%+25.7pp |
| Annual return | 19.40% | 20.61%-1.2pp | 100.46%-81.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $413 | $2,323-82.2% | $2,940-85.9% | $2,551-83.8% |
| Participant deferral / active EE | $3,320 | $3,972-16.4% | $4,917-32.5% | $4,139-19.8% |
| Admin fee / account holder | $8,700 | $10,249-15.1% | $12,439-30.1% | $7,234+20.3% |