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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 | $53,344 | $75,541-29.4% | $152,093-64.9% | $82,637-35.4% |
| Participation rate | 81.5% | 66.5%+14.9pp | 77.8%+3.7pp | 68.1%+13.4pp |
| Annual return | 17.46% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $12 | $2,622-99.5% | $4,175-99.7% | $2,552-99.5% |
| Participant deferral / active EE | $2,339 | $3,206-27.0% | $5,451-57.1% | $4,126-43.3% |
| Admin fee / account holder | $586 | $6,405-90.9% | $14,497-96.0% | $7,339-92.0% |