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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 | $51,885 | $87,059-40.4% | $105,608-50.9% | $80,925-35.9% |
| Participation rate | 82.5% | 70.4%+12.1pp | 75.3%+7.3pp | 67.7%+14.9pp |
| Annual return | 12.92% | 17.05%-4.1pp | 116.50%-103.6pp | 35.65%-22.7pp |
| Employer contribution / active EE | $471 | $2,396-80.3% | $3,167-85.1% | $2,756-82.9% |
| Participant deferral / active EE | $2,905 | $3,986-27.1% | $5,010-42.0% | $4,299-32.4% |
| Admin fee / account holder | $6,847 | $8,443-18.9% | $11,028-37.9% | $6,940-1.3% |