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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 | $59,057 | $101,798-42.0% | $165,071-64.2% | $80,935-27.0% |
| Participation rate | 73.7% | 71.8%+1.9pp | 78.6%-4.9pp | 67.7%+6.0pp |
| Annual return | 15.69% | 16.73%-1.0pp | 70.17%-54.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $597 | $2,954-79.8% | $4,347-86.3% | $2,757-78.4% |
| Participant deferral / active EE | $3,056 | $4,476-31.7% | $6,035-49.4% | $4,299-28.9% |
| Admin fee / account holder | $945 | $8,221-88.5% | $12,695-92.6% | $6,924-86.4% |