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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 | $30,602 | $52,580-41.8% | $71,671-57.3% | $70,124-56.4% |
| Participation rate | 77.8% | 60.9%+16.9pp | 68.7%+9.0pp | 69.5%+8.2pp |
| Annual return | 15.91% | 20.25%-4.3pp | 20.65%-4.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $84 | $1,616-94.8% | $2,460-96.6% | $2,342-96.4% |
| Participant deferral / active EE | $1,782 | $2,386-25.3% | $3,438-48.2% | $3,332-46.5% |
| Admin fee / account holder | $1,352 | $3,653-63.0% | $5,558-75.7% | $4,645-70.9% |