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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 | $75,110 | $95,404-21.3% | $113,397-33.8% | $82,637-9.1% |
| Participation rate | 75.4% | 72.8%+2.6pp | 76.5%-1.1pp | 68.1%+7.4pp |
| Annual return | 14.74% | 19.08%-4.3pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $473 | $2,307-79.5% | $2,977-84.1% | $2,552-81.5% |
| Participant deferral / active EE | $2,876 | $4,220-31.8% | $5,076-43.3% | $4,126-30.3% |
| Admin fee / account holder | $1,611 | $9,168-82.4% | $11,957-86.5% | $7,339-78.1% |