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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 | $66,089 | $108,825-39.3% | $156,181-57.7% | $82,448-19.8% |
| Participation rate | 93.7% | 72.4%+21.3pp | 78.8%+14.9pp | 68.1%+25.6pp |
| Annual return | 13.88% | 20.59%-6.7pp | 64.87%-51.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $352 | $2,870-87.8% | $4,294-91.8% | $2,551-86.2% |
| Participant deferral / active EE | $6,402 | $4,577+39.9% | $6,132+4.4% | $4,139+54.7% |
| Admin fee / account holder | $6,931 | $9,341-25.8% | $14,586-52.5% | $7,234-4.2% |