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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 | $60,432 | $71,873-15.9% | $86,698-30.3% | $68,490-11.8% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.9pp | 67.9%+4.8pp |
| Annual return | -13.62% | 3.54%-17.2pp | 35.96%-49.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $412 | $2,173-81.0% | $2,837-85.5% | $2,597-84.1% |
| Participant deferral / active EE | $5,630 | $3,779+49.0% | $4,656+20.9% | $4,028+39.8% |
| Admin fee / account holder | $1,661 | $6,110-72.8% | $7,492-77.8% | $5,403-69.3% |