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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 | $87,524 | $88,707-1.3% | $74,184+18.0% | $273,972-68.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.55% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $395 | $3,159-87.5% | $2,370-83.3% | $4,869-91.9% |
| Participant deferral / active EE | $4,032 | $4,212-4.3% | $3,550+13.6% | $5,287-23.7% |
| Admin fee / account holder | $550 | $8,717-93.7% | $5,586-90.1% | $10,133-94.6% |