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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 | $52,780 | $87,834-39.9% | $133,975-60.6% | $62,881-16.1% |
| Participation rate | 72.2% | 83.4%-11.2pp | 87.1%-14.8pp | 69.3%+2.9pp |
| Annual return | 8.68% | 12.05%-3.4pp | 29.29%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $764 | $3,482-78.1% | $5,211-85.3% | $2,281-66.5% |
| Participant deferral / active EE | $6,256 | $4,812+30.0% | $6,282-0.4% | $3,203+95.3% |
| Admin fee / account holder | $734 | $5,372-86.3% | $9,324-92.1% | $4,296-82.9% |