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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 | $107,394 | $86,922+23.6% | $102,438+4.8% | $80,874+32.8% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.6%+2.7pp |
| Annual return | 12.34% | 18.90%-6.6pp | 29.37%-17.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $132 | $2,369-94.4% | $3,024-95.6% | $2,756-95.2% |
| Participant deferral / active EE | $2,637 | $4,119-36.0% | $5,054-47.8% | $4,297-38.6% |
| Admin fee / account holder | $3,792 | $8,050-52.9% | $9,448-59.9% | $6,935-45.3% |