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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 | $94,031-35.9% | $115,768-48.0% | $82,448-26.9% |
| Participation rate | 79.1% | 70.4%+8.7pp | 74.4%+4.7pp | 68.1%+11.0pp |
| Annual return | 16.17% | 20.61%-4.4pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $299 | $2,323-87.2% | $2,940-89.8% | $2,551-88.3% |
| Participant deferral / active EE | $3,319 | $3,972-16.4% | $4,917-32.5% | $4,139-19.8% |
| Admin fee / account holder | $1,892 | $10,249-81.5% | $12,439-84.8% | $7,234-73.8% |