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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 | $41,995 | $93,617-55.1% | $135,982-69.1% | $75,177-44.1% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 19.89% | 30.89%-11.0pp | 68.32%-48.4pp | 160.75%-140.9pp |
| Employer contribution / active EE | $571 | $3,538-83.9% | $4,859-88.2% | $2,671-78.6% |
| Participant deferral / active EE | $4,366 | $6,406-31.8% | $7,760-43.7% | $4,126+5.8% |
| Admin fee / account holder | $3,350 | $6,980-52.0% | $10,767-68.9% | $5,651-40.7% |