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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 | $76,380 | $124,980-38.9% | $108,359-29.5% | $154,746-50.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 21.61% | 45.00%-23.4pp | 36.89%-15.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $322 | $2,851-88.7% | $2,399-86.6% | $4,379-92.7% |
| Participant deferral / active EE | $5,889 | $4,743+24.2% | $4,137+42.3% | $6,730-12.5% |
| Admin fee / account holder | $5,250 | $11,502-54.4% | $9,741-46.1% | $14,365-63.5% |