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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 | $55,108 | $146,267-62.3% | $197,124-72.0% | $82,448-33.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 86.7%-9.8pp | 68.1%+8.9pp |
| Annual return | 15.39% | 29.61%-14.2pp | 44.34%-29.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,368 | $4,723-71.0% | $6,227-78.0% | $2,551-46.4% |
| Participant deferral / active EE | $3,407 | $7,035-51.6% | $9,135-62.7% | $4,139-17.7% |
| Admin fee / account holder | $3,727 | $14,422-74.2% | $16,298-77.1% | $7,234-48.5% |