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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 | $106,749-69.4% | $145,433-77.6% | $82,448-60.4% |
| Participation rate | 92.8% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.7pp |
| Annual return | 24.42% | 27.59%-3.2pp | 66.58%-42.2pp | 41.64%-17.2pp |
| Employer contribution / active EE | $280 | $3,444-91.9% | $4,554-93.9% | $2,551-89.0% |
| Participant deferral / active EE | $3,470 | $6,519-46.8% | $7,897-56.1% | $4,139-16.2% |
| Admin fee / account holder | $1,250 | $8,390-85.1% | $13,129-90.5% | $7,234-82.7% |