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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 | $34,907 | $56,287-38.0% | $80,977-56.9% | $62,881-44.5% |
| Participation rate | 71.1% | 68.9%+2.2pp | 75.8%-4.7pp | 69.3%+1.8pp |
| Annual return | 9.82% | 22.13%-12.3pp | 17.11%-7.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $89 | $1,943-95.4% | $3,715-97.6% | $2,281-96.1% |
| Participant deferral / active EE | $3,258 | $4,196-22.4% | $5,696-42.8% | $3,203+1.7% |
| Admin fee / account holder | $623 | $3,742-83.3% | $5,517-88.7% | $4,296-85.5% |