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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 | $78,782 | $106,864-26.3% | $147,318-46.5% | $82,637-4.7% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.1%-8.5pp | 68.1%+5.5pp |
| Annual return | 17.97% | 27.49%-9.5pp | 70.43%-52.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $507 | $3,417-85.2% | $4,593-89.0% | $2,552-80.2% |
| Participant deferral / active EE | $8,468 | $6,496+30.4% | $7,906+7.1% | $4,126+105.2% |
| Admin fee / account holder | $3,024 | $8,415-64.1% | $13,708-77.9% | $7,339-58.8% |