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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 | $49,391 | $58,099-15.0% | $76,872-35.7% | $75,173-34.3% |
| Participation rate | 82.8% | 63.9%+18.9pp | 69.6%+13.2pp | 67.2%+15.6pp |
| Annual return | 17.99% | 26.71%-8.7pp | 37.90%-19.9pp | 160.72%-142.7pp |
| Employer contribution / active EE | $266 | $1,996-86.7% | $2,533-89.5% | $2,671-90.0% |
| Participant deferral / active EE | $1,264 | $2,999-57.8% | $3,832-67.0% | $4,126-69.4% |
| Admin fee / account holder | $1,803 | $4,778-62.3% | $5,476-67.1% | $5,651-68.1% |