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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 | $56,386 | $123,793-54.5% | $177,827-68.3% | $79,858-29.4% |
| Participation rate | 72.0% | 84.7%-12.7pp | 87.7%-15.7pp | 69.6%+2.4pp |
| Annual return | 16.32% | 22.82%-6.5pp | 48.32%-32.0pp | 31.72%-15.4pp |
| Employer contribution / active EE | $570 | $4,095-86.1% | $5,918-90.4% | $2,471-76.9% |
| Participant deferral / active EE | $2,984 | $5,956-49.9% | $7,713-61.3% | $3,740-20.2% |
| Admin fee / account holder | $2,247 | $7,243-69.0% | $12,429-81.9% | $5,306-57.7% |