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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 | $34,922 | $95,762-63.5% | $379,746-90.8% | $79,852-56.3% |
| Participation rate | 83.1% | 74.0%+9.1pp | 78.4%+4.6pp | 69.6%+13.4pp |
| Annual return | 11.94% | 18.26%-6.3pp | 34.90%-23.0pp | 31.72%-19.8pp |
| Employer contribution / active EE | $455 | $2,695-83.1% | $3,540-87.2% | $2,471-81.6% |
| Participant deferral / active EE | $3,602 | $4,705-23.5% | $6,024-40.2% | $3,740-3.7% |
| Admin fee / account holder | $3,109 | $6,745-53.9% | $7,927-60.8% | $5,306-41.4% |