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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 | $56,512 | $67,602-16.4% | $82,312-31.3% | $70,126-19.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 31.61% | 21.57%+10.0pp | 25.88%+5.7pp | 73.15%-41.5pp |
| Employer contribution / active EE | $101 | $1,755-94.3% | $2,428-95.9% | $2,343-95.7% |
| Participant deferral / active EE | $1,507 | $2,987-49.6% | $3,706-59.3% | $3,332-54.8% |
| Admin fee / account holder | $1,654 | $4,512-63.3% | $5,608-70.5% | $4,645-64.4% |