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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 | $79,290 | $87,106-9.0% | $105,607-24.9% | $80,935-2.0% |
| Participation rate | 75.9% | 70.4%+5.4pp | 75.3%+0.6pp | 67.7%+8.2pp |
| Annual return | 12.92% | 17.01%-4.1pp | 116.11%-103.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $358 | $2,396-85.1% | $3,167-88.7% | $2,757-87.0% |
| Participant deferral / active EE | $2,313 | $3,986-42.0% | $5,011-53.8% | $4,299-46.2% |
| Admin fee / account holder | $723 | $8,447-91.4% | $10,958-93.4% | $6,924-89.6% |