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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 | $38,369 | $59,839-35.9% | $81,988-53.2% | $79,858-52.0% |
| Participation rate | 84.0% | 61.6%+22.4pp | 69.3%+14.7pp | 69.6%+14.4pp |
| Annual return | 12.51% | 17.56%-5.0pp | 41.31%-28.8pp | 31.72%-19.2pp |
| Employer contribution / active EE | $132 | $1,713-92.3% | $2,498-94.7% | $2,471-94.7% |
| Participant deferral / active EE | $1,319 | $2,695-51.1% | $3,722-64.6% | $3,740-64.7% |
| Admin fee / account holder | $419 | $4,287-90.2% | $5,665-92.6% | $5,306-92.1% |