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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 | $29,850 | $65,376-54.3% | $87,104-65.7% | $65,185-54.2% |
| Participation rate | 75.5% | 75.3%+0.2pp | 76.9%-1.4pp | 70.2%+5.3pp |
| Annual return | 24.86% | 31.27%-6.4pp | 28.19%-3.3pp | 29.38%-4.5pp |
| Employer contribution / active EE | $446 | $1,822-75.5% | $2,521-82.3% | $2,177-79.5% |
| Participant deferral / active EE | $3,742 | $3,388+10.4% | $4,048-7.6% | $3,514+6.5% |
| Admin fee / account holder | $349 | $520-32.9% | $7,491-95.3% | $847-58.8% |