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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 | $39,233 | $123,000-68.1% | $105,582-62.8% | $198,609-80.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 13.98% | 18.31%-4.3pp | 18.61%-4.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $910 | $3,582-74.6% | $2,984-69.5% | $5,055-82.0% |
| Participant deferral / active EE | $2,543 | $5,013-49.3% | $4,353-41.6% | $6,977-63.5% |
| Admin fee / account holder | $2,609 | $16,254-83.9% | $12,856-79.7% | $19,030-86.3% |