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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 | $55,513 | $80,781-31.3% | $102,437-45.8% | $74,478-25.5% |
| Participation rate | 71.6% | 65.7%+5.9pp | 74.5%-3.0pp | 67.2%+4.3pp |
| Annual return | 12.11% | 27.58%-15.5pp | 24.95%-12.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $571 | $3,160-81.9% | $3,871-85.2% | $2,626-78.3% |
| Participant deferral / active EE | $3,293 | $3,862-14.7% | $5,060-34.9% | $4,350-24.3% |
| Admin fee / account holder | $5,999 | $2,372+152.9% | $8,388-28.5% | $1,946+208.3% |