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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 | $57,247 | $106,749-46.4% | $145,433-60.6% | $82,448-30.6% |
| Participation rate | 70.9% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.8pp |
| Annual return | 23.55% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $581 | $3,444-83.1% | $4,554-87.3% | $2,551-77.2% |
| Participant deferral / active EE | $10,698 | $6,519+64.1% | $7,897+35.5% | $4,139+158.4% |
| Admin fee / account holder | $2,341 | $8,390-72.1% | $13,129-82.2% | $7,234-67.6% |