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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 | $35,568 | $87,166-59.2% | $76,735-53.6% | $137,256-74.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 14.48% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $344 | $2,904-88.2% | $2,454-86.0% | $4,156-91.7% |
| Participant deferral / active EE | $4,600 | $4,726-2.7% | $4,088+12.5% | $6,407-28.2% |
| Admin fee / account holder | $1,533 | $8,403-81.8% | $7,189-78.7% | $12,270-87.5% |