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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 | $70,150 | $91,559-23.4% | $133,971-47.6% | $79,852-12.1% |
| Participation rate | 93.2% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 11.50% | 61.85%-50.3pp | 45.09%-33.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $475 | $2,384-80.1% | $3,919-87.9% | $2,471-80.8% |
| Participant deferral / active EE | $2,418 | $3,734-35.2% | $5,047-52.1% | $3,740-35.3% |
| Admin fee / account holder | $2,709 | $6,321-57.1% | $8,929-69.7% | $5,306-48.9% |