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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 | $41,621 | $59,535-30.1% | $90,161-53.8% | $62,293-33.2% |
| Participation rate | 94.1% | 73.0%+21.1pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 19.24% | 23.53%-4.3pp | 34.89%-15.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $296 | $1,826-83.8% | $3,318-91.1% | $2,042-85.5% |
| Participant deferral / active EE | $5,645 | $4,639+21.7% | $5,287+6.8% | $3,169+78.1% |
| Admin fee / account holder | $880 | $337+161.3% | $5,943-85.2% | $479+83.5% |