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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 | $56,806 | $143,969-60.5% | $199,883-71.6% | $82,637-31.3% |
| Participation rate | 75.4% | 84.1%-8.7pp | 86.8%-11.4pp | 68.1%+7.4pp |
| Annual return | 16.09% | 25.67%-9.6pp | 43.81%-27.7pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,371 | $4,632-70.4% | $6,261-78.1% | $2,552-46.3% |
| Participant deferral / active EE | $5,136 | $6,937-26.0% | $9,138-43.8% | $4,126+24.5% |
| Admin fee / account holder | $8,666 | $14,597-40.6% | $17,268-49.8% | $7,339+18.1% |