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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 | $34,612 | $93,589-63.0% | $135,942-74.5% | $75,181-54.0% |
| Participation rate | 70.6% | 75.2%-4.6pp | 81.9%-11.3pp | 67.2%+3.4pp |
| Annual return | 23.43% | 30.90%-7.5pp | 68.28%-44.9pp | 160.69%-137.3pp |
| Employer contribution / active EE | $4 | $3,537-99.9% | $4,858-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $14,265 | $6,405+122.7% | $7,759+83.9% | $4,126+245.7% |
| Admin fee / account holder | $5,285 | $6,977-24.3% | $10,764-50.9% | $5,650-6.5% |