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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 | $32,632 | $99,875-67.3% | $146,866-77.8% | $86,983-62.5% |
| Participation rate | 92.8% | 75.8%+16.9pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 24.42% | 28.10%-3.7pp | 102.85%-78.4pp | 25.83%-1.4pp |
| Employer contribution / active EE | $280 | $3,224-91.3% | $4,425-93.7% | $2,584-89.2% |
| Participant deferral / active EE | $3,470 | $6,322-45.1% | $7,759-55.3% | $4,194-17.3% |
| Admin fee / account holder | $1,250 | $7,838-84.1% | $13,620-90.8% | $7,856-84.1% |