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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 | $53,234 | $95,404-44.2% | $113,397-53.1% | $82,637-35.6% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 14.01% | 19.08%-5.1pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $322 | $2,307-86.0% | $2,977-89.2% | $2,552-87.4% |
| Participant deferral / active EE | $2,426 | $4,220-42.5% | $5,076-52.2% | $4,126-41.2% |
| Admin fee / account holder | $1,656 | $9,168-81.9% | $11,957-86.2% | $7,339-77.4% |