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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 | $25,510 | $53,774-52.6% | $134,162-81.0% | $79,856-68.1% |
| Participation rate | 86.5% | 58.8%+27.7pp | 72.2%+14.3pp | 69.6%+16.9pp |
| Annual return | 13.79% | 19.01%-5.2pp | 36.35%-22.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $239 | $1,322-81.9% | $3,705-93.6% | $2,471-90.3% |
| Participant deferral / active EE | $1,570 | $2,420-35.1% | $3,500-55.1% | $3,741-58.0% |
| Admin fee / account holder | $1,867 | $3,985-53.1% | $6,685-72.1% | $5,306-64.8% |