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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 | $61,488 | $81,457-24.5% | $103,378-40.5% | $80,911-24.0% |
| Participation rate | 72.2% | 66.8%+5.3pp | 74.5%-2.3pp | 67.6%+4.5pp |
| Annual return | 14.13% | 25.58%-11.4pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $626 | $3,107-79.9% | $3,870-83.8% | $2,756-77.3% |
| Participant deferral / active EE | $3,364 | $3,871-13.1% | $5,058-33.5% | $4,297-21.7% |
| Admin fee / account holder | $3,194 | $6,717-52.4% | $8,401-62.0% | $6,935-53.9% |