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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 | $47,509 | $124,336-61.8% | $111,303-57.3% | $167,518-71.6% |
| Participation rate | 78.9% | 79.6%-0.7pp | 77.3%+1.6pp | 82.1%-3.2pp |
| Annual return | 11.84% | 37.45%-25.6pp | 54.66%-42.8pp | 478.71%-466.9pp |
| Employer contribution / active EE | $434 | $3,436-87.4% | $2,731-84.1% | $4,838-91.0% |
| Participant deferral / active EE | $1,986 | $5,181-61.7% | $4,487-55.7% | $6,342-68.7% |
| Admin fee / account holder | $2,313 | $10,623-78.2% | $7,966-71.0% | $12,312-81.2% |