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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 | $60,599 | $101,795-40.5% | $165,100-63.3% | $80,959-25.1% |
| Participation rate | 80.2% | 71.8%+8.4pp | 78.6%+1.6pp | 67.7%+12.6pp |
| Annual return | 14.93% | 16.73%-1.8pp | 70.21%-55.3pp | 35.67%-20.7pp |
| Employer contribution / active EE | $465 | $2,954-84.2% | $4,348-89.3% | $2,757-83.1% |
| Participant deferral / active EE | $4,092 | $4,476-8.6% | $6,035-32.2% | $4,300-4.8% |
| Admin fee / account holder | $2,370 | $8,221-71.2% | $12,696-81.3% | $6,925-65.8% |