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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 | $52,637 | $87,060-39.5% | $105,591-50.1% | $80,911-34.9% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.6%+29.0pp |
| Annual return | 10.27% | 17.05%-6.8pp | 116.43%-106.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $458 | $2,396-80.9% | $3,166-85.5% | $2,756-83.4% |
| Participant deferral / active EE | $2,634 | $3,986-33.9% | $5,008-47.4% | $4,297-38.7% |
| Admin fee / account holder | $2,579 | $8,442-69.5% | $11,024-76.6% | $6,935-62.8% |