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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 | $26,811 | $57,590-53.4% | $86,233-68.9% | $82,448-67.5% |
| Participation rate | 77.8% | 57.9%+19.9pp | 69.0%+8.8pp | 68.1%+9.7pp |
| Annual return | 21.90% | 22.41%-0.5pp | 61.39%-39.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $192 | $1,655-88.4% | $2,504-92.3% | $2,551-92.5% |
| Participant deferral / active EE | $7,704 | $3,080+150.1% | $4,559+69.0% | $4,139+86.1% |
| Admin fee / account holder | $418 | $4,730-91.2% | $8,342-95.0% | $7,234-94.2% |