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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 | $67,404 | $87,132-22.6% | $105,624-36.2% | $80,959-16.7% |
| Participation rate | 72.4% | 70.4%+1.9pp | 75.3%-2.9pp | 67.7%+4.7pp |
| Annual return | 14.20% | 17.03%-2.8pp | 116.20%-102.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $447 | $2,397-81.3% | $3,168-85.9% | $2,757-83.8% |
| Participant deferral / active EE | $2,554 | $3,985-35.9% | $5,013-49.0% | $4,300-40.6% |
| Admin fee / account holder | $5,984 | $8,449-29.2% | $10,961-45.4% | $6,925-13.6% |