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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 | $24,923 | $89,367-72.1% | $141,191-82.3% | $72,975-65.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 21.52% | 111.87%-90.3pp | 71.41%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $342 | $3,115-89.0% | $4,736-92.8% | $2,440-86.0% |
| Participant deferral / active EE | $3,220 | $5,419-40.6% | $6,710-52.0% | $3,608-10.7% |
| Admin fee / account holder | $3,015 | $5,957-49.4% | $10,264-70.6% | $5,124-41.2% |