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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 | $35,101 | $80,992-56.7% | $96,534-63.6% | $75,173-53.3% |
| Participation rate | 92.2% | 71.8%+20.4pp | 76.0%+16.2pp | 67.2%+25.0pp |
| Annual return | 13.40% | 27.05%-13.6pp | 25.88%-12.5pp | 160.72%-147.3pp |
| Employer contribution / active EE | $628 | $2,283-72.5% | $2,965-78.8% | $2,671-76.5% |
| Participant deferral / active EE | $3,382 | $3,929-13.9% | $4,851-30.3% | $4,126-18.0% |
| Admin fee / account holder | $6,432 | $6,717-4.2% | $8,253-22.1% | $5,651+13.8% |