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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 | $95,350 | $106,749-10.7% | $145,433-34.4% | $82,448+15.6% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 24.32% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $345 | $3,444-90.0% | $4,554-92.4% | $2,551-86.5% |
| Participant deferral / active EE | $4,895 | $6,519-24.9% | $7,897-38.0% | $4,139+18.3% |
| Admin fee / account holder | $4,269 | $8,390-49.1% | $13,129-67.5% | $7,234-41.0% |