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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 | $49,932 | $95,453-47.7% | $112,040-55.4% | $82,448-39.4% |
| Participation rate | 74.3% | 72.8%+1.6pp | 76.5%-2.2pp | 68.1%+6.3pp |
| Annual return | 12.77% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $549 | $2,318-76.3% | $2,954-81.4% | $2,551-78.5% |
| Participant deferral / active EE | $3,362 | $4,224-20.4% | $5,098-34.1% | $4,139-18.8% |
| Admin fee / account holder | $4,118 | $9,013-54.3% | $12,098-66.0% | $7,234-43.1% |