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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 | $50,811 | $55,684-8.8% | $75,900-33.1% | $72,976-30.4% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.3%+2.5pp | 69.5%+2.3pp |
| Annual return | 20.37% | 27.60%-7.2pp | 30.73%-10.4pp | 81.02%-60.6pp |
| Employer contribution / active EE | $276 | $1,687-83.6% | $2,501-89.0% | $2,440-88.7% |
| Participant deferral / active EE | $3,987 | $2,634+51.4% | $3,604+10.6% | $3,608+10.5% |
| Admin fee / account holder | $665 | $3,981-83.3% | $5,421-87.7% | $5,124-87.0% |