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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 | $33,858 | $72,607-53.4% | $90,259-62.5% | $87,485-61.3% |
| Participation rate | 86.2% | 64.8%+21.4pp | 70.7%+15.5pp | 68.9%+17.3pp |
| Annual return | 12.40% | 18.59%-6.2pp | 18.88%-6.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $136 | $1,919-92.9% | $2,291-94.1% | $2,596-94.8% |
| Participant deferral / active EE | $2,576 | $3,055-15.7% | $3,827-32.7% | $4,274-39.7% |
| Admin fee / account holder | $5,193 | $5,947-12.7% | $7,267-28.5% | $7,775-33.2% |