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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 | $32,005 | $39,132-18.2% | $57,196-44.0% | $62,881-49.1% |
| Participation rate | 76.0% | 70.5%+5.5pp | 75.3%+0.7pp | 69.3%+6.7pp |
| Annual return | 6.10% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $95 | $1,874-95.0% | $2,683-96.5% | $2,281-95.9% |
| Participant deferral / active EE | $1,467 | $2,374-38.2% | $3,096-52.6% | $3,203-54.2% |
| Admin fee / account holder | $2,316 | $2,594-10.7% | $3,141-26.3% | $4,296-46.1% |