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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 | $53,729 | $93,598-42.6% | $135,974-60.5% | $75,173-28.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.16% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $692 | $3,538-80.5% | $4,859-85.8% | $2,671-74.1% |
| Participant deferral / active EE | $2,893 | $6,405-54.8% | $7,760-62.7% | $4,126-29.9% |
| Admin fee / account holder | $3,761 | $6,978-46.1% | $10,767-65.1% | $5,651-33.4% |