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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 | $38,078 | $88,672-57.1% | $105,223-63.8% | $82,448-53.8% |
| Participation rate | 90.9% | 67.9%+23.0pp | 75.0%+15.9pp | 68.1%+22.8pp |
| Annual return | 13.41% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $774 | $3,048-74.6% | $3,689-79.0% | $2,551-69.6% |
| Participant deferral / active EE | $3,689 | $4,036-8.6% | $5,072-27.3% | $4,139-10.9% |
| Admin fee / account holder | $4,359 | $7,146-39.0% | $8,859-50.8% | $7,234-39.7% |