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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 | $58,540 | $106,864-45.2% | $147,318-60.3% | $82,637-29.2% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.1%-1.3pp | 68.1%+12.7pp |
| Annual return | 16.01% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $310 | $3,417-90.9% | $4,593-93.3% | $2,552-87.9% |
| Participant deferral / active EE | $4,123 | $6,496-36.5% | $7,906-47.9% | $4,126-0.1% |
| Admin fee / account holder | $1,751 | $8,415-79.2% | $13,708-87.2% | $7,339-76.1% |