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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 | $73,812 | $79,961-7.7% | $98,462-25.0% | $75,177-1.8% |
| Participation rate | 76.9% | 70.4%+6.6pp | 75.2%+1.8pp | 67.2%+9.7pp |
| Annual return | 15.85% | 19.75%-3.9pp | 21.17%-5.3pp | 160.75%-144.9pp |
| Employer contribution / active EE | $353 | $2,264-84.4% | $3,049-88.4% | $2,671-86.8% |
| Participant deferral / active EE | $2,323 | $3,753-38.1% | $4,738-51.0% | $4,126-43.7% |
| Admin fee / account holder | $1,479 | $6,842-78.4% | $8,875-83.3% | $5,651-73.8% |