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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 | $56,908 | $78,428-27.4% | $95,960-40.7% | $79,852-28.7% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 13.13% | 19.37%-6.2pp | 91.63%-78.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $351 | $1,945-81.9% | $2,541-86.2% | $2,471-85.8% |
| Participant deferral / active EE | $1,824 | $3,440-47.0% | $4,167-56.2% | $3,740-51.2% |
| Admin fee / account holder | $3,288 | $5,622-41.5% | $6,797-51.6% | $5,306-38.0% |