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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 | $46,236 | $77,638-40.4% | $156,551-70.5% | $62,881-26.5% |
| Participation rate | 71.1% | 71.2%-0.1pp | 84.0%-12.9pp | 69.3%+1.8pp |
| Annual return | 7.68% | 50.33%-42.6pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $310 | $3,444-91.0% | $5,501-94.4% | $2,281-86.4% |
| Participant deferral / active EE | $2,411 | $3,046-20.8% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $2,055 | $5,561-63.0% | $13,028-84.2% | $4,296-52.2% |