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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 | $60,251 | $97,648-38.3% | $121,663-50.5% | $87,485-31.1% |
| Participation rate | 79.1% | 70.5%+8.6pp | 74.5%+4.6pp | 68.9%+10.2pp |
| Annual return | 16.17% | 18.03%-1.9pp | 147.54%-131.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $299 | $2,300-87.0% | $3,020-90.1% | $2,596-88.5% |
| Participant deferral / active EE | $3,319 | $3,923-15.4% | $4,887-32.1% | $4,274-22.3% |
| Admin fee / account holder | $1,892 | $11,100-83.0% | $14,289-86.8% | $7,775-75.7% |