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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 | $142,972-60.3% | $214,702-73.5% | $86,983-34.7% |
| Participation rate | 75.4% | 84.9%-9.4pp | 87.5%-12.1pp | 69.5%+5.9pp |
| Annual return | 16.09% | 18.49%-2.4pp | 54.55%-38.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,371 | $4,635-70.4% | $6,461-78.8% | $2,584-46.9% |
| Participant deferral / active EE | $5,136 | $6,568-21.8% | $9,147-43.8% | $4,194+22.5% |
| Admin fee / account holder | $8,666 | $17,617-50.8% | $19,830-56.3% | $7,856+10.3% |