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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 | $30,116 | $60,349-50.1% | $74,184-59.4% | $62,881-52.1% |
| Participation rate | 86.7% | 72.7%+13.9pp | 76.6%+10.0pp | 69.3%+17.4pp |
| Annual return | 6.88% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $264 | $1,680-84.3% | $2,370-88.9% | $2,281-88.4% |
| Participant deferral / active EE | $1,486 | $2,856-48.0% | $3,550-58.1% | $3,203-53.6% |
| Admin fee / account holder | $1,202 | $4,261-71.8% | $5,586-78.5% | $4,296-72.0% |