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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 | $49,583 | $67,606-26.7% | $82,313-39.8% | $70,131-29.3% |
| Participation rate | 75.6% | 72.8%+2.8pp | 76.9%-1.3pp | 69.5%+6.1pp |
| Annual return | 17.27% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $239 | $1,755-86.4% | $2,428-90.2% | $2,342-89.8% |
| Participant deferral / active EE | $1,956 | $2,987-34.5% | $3,706-47.2% | $3,332-41.3% |
| Admin fee / account holder | $599 | $4,512-86.7% | $5,608-89.3% | $4,645-87.1% |