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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 | $40,312 | $69,977-42.4% | $108,582-62.9% | $62,881-35.9% |
| Participation rate | 97.3% | 72.9%+24.4pp | 79.6%+17.7pp | 69.3%+28.0pp |
| Annual return | 5.10% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $382 | $2,135-82.1% | $3,758-89.8% | $2,281-83.2% |
| Participant deferral / active EE | $1,912 | $3,165-39.6% | $4,311-55.6% | $3,203-40.3% |
| Admin fee / account holder | $936 | $5,076-81.6% | $7,645-87.8% | $4,296-78.2% |