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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 | $56,164 | $95,453-41.2% | $112,040-49.9% | $82,448-31.9% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.5%+1.8pp | 68.1%+10.2pp |
| Annual return | 17.86% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $534 | $2,318-77.0% | $2,954-81.9% | $2,551-79.1% |
| Participant deferral / active EE | $3,883 | $4,224-8.1% | $5,098-23.8% | $4,139-6.2% |
| Admin fee / account holder | $4,321 | $9,013-52.1% | $12,098-64.3% | $7,234-40.3% |