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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 | $47,765 | $106,749-55.3% | $145,433-67.2% | $82,448-42.1% |
| Participation rate | 82.8% | 75.6%+7.2pp | 82.1%+0.7pp | 68.1%+14.7pp |
| Annual return | 14.95% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $279 | $3,444-91.9% | $4,554-93.9% | $2,551-89.0% |
| Participant deferral / active EE | $7,509 | $6,519+15.2% | $7,897-4.9% | $4,139+81.4% |
| Admin fee / account holder | $3,028 | $8,390-63.9% | $13,129-76.9% | $7,234-58.1% |