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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 | $59,102 | $108,825-45.7% | $156,181-62.2% | $82,448-28.3% |
| Participation rate | 81.4% | 72.4%+9.0pp | 78.8%+2.6pp | 68.1%+13.3pp |
| Annual return | 19.47% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $696 | $2,870-75.7% | $4,294-83.8% | $2,551-72.7% |
| Participant deferral / active EE | $3,673 | $4,577-19.8% | $6,132-40.1% | $4,139-11.3% |
| Admin fee / account holder | $960 | $9,341-89.7% | $14,586-93.4% | $7,234-86.7% |