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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 | $36,877 | $39,132-5.8% | $57,196-35.5% | $62,881-41.4% |
| Participation rate | 82.4% | 70.5%+11.9pp | 75.3%+7.0pp | 69.3%+13.0pp |
| Annual return | 7.51% | 9.24%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $301 | $1,874-83.9% | $2,683-88.8% | $2,281-86.8% |
| Participant deferral / active EE | $1,788 | $2,374-24.7% | $3,096-42.3% | $3,203-44.2% |
| Admin fee / account holder | $462 | $2,594-82.2% | $3,141-85.3% | $4,296-89.3% |