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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 | $53,781 | $71,878-25.2% | $86,698-38.0% | $68,486-21.5% |
| Participation rate | 87.8% | 72.2%+15.6pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -17.90% | 3.53%-21.4pp | 35.95%-53.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $543 | $2,173-75.0% | $2,837-80.9% | $2,597-79.1% |
| Participant deferral / active EE | $3,383 | $3,779-10.5% | $4,656-27.3% | $4,028-16.0% |
| Admin fee / account holder | $1,592 | $6,113-74.0% | $7,493-78.8% | $5,404-70.5% |