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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 | $49,320 | $77,460-36.3% | $100,378-50.9% | $80,925-39.1% |
| Participation rate | 90.7% | 76.9%+13.7pp | 81.5%+9.2pp | 67.7%+23.0pp |
| Annual return | 17.44% | 37.24%-19.8pp | 49.41%-32.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $7 | $2,801-99.8% | $3,942-99.8% | $2,756-99.8% |
| Participant deferral / active EE | $3,414 | $6,818-49.9% | $8,087-57.8% | $4,299-20.6% |
| Admin fee / account holder | $4,043 | $5,887-31.3% | $7,899-48.8% | $6,940-41.7% |