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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 | $35,750 | $93,589-61.8% | $135,942-73.7% | $75,181-52.4% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 19.23% | 30.90%-11.7pp | 68.28%-49.0pp | 160.69%-141.5pp |
| Employer contribution / active EE | $706 | $3,537-80.0% | $4,858-85.5% | $2,671-73.6% |
| Participant deferral / active EE | $3,404 | $6,405-46.9% | $7,759-56.1% | $4,126-17.5% |
| Admin fee / account holder | $535 | $6,977-92.3% | $10,764-95.0% | $5,650-90.5% |