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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 | $88,996-60.0% | $78,004-54.4% | $138,895-74.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 14.48% | 28.03%-13.5pp | 31.07%-16.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $344 | $2,917-88.2% | $2,469-86.1% | $4,194-91.8% |
| Participant deferral / active EE | $4,600 | $4,724-2.6% | $4,092+12.4% | $6,396-28.1% |
| Admin fee / account holder | $1,533 | $8,807-82.6% | $7,578-79.8% | $12,562-87.8% |