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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 | $45,449 | $78,707-42.3% | $117,861-61.4% | $70,126-35.2% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 17.77% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $389 | $2,223-82.5% | $3,786-89.7% | $2,343-83.4% |
| Participant deferral / active EE | $2,012 | $3,297-39.0% | $4,482-55.1% | $3,332-39.6% |
| Admin fee / account holder | $648 | $5,066-87.2% | $8,021-91.9% | $4,645-86.1% |