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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 | $47,120 | $76,407-38.3% | $150,298-68.6% | $82,448-42.8% |
| Participation rate | 72.0% | 66.4%+5.6pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 19.80% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $187 | $2,614-92.8% | $4,154-95.5% | $2,551-92.7% |
| Participant deferral / active EE | $1,987 | $3,214-38.2% | $5,453-63.6% | $4,139-52.0% |
| Admin fee / account holder | $514 | $6,352-91.9% | $14,116-96.4% | $7,234-92.9% |