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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 | $26,834 | $112,729-76.2% | $98,716-72.8% | $137,256-80.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.24% | 38.48%-23.2pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $356 | $2,725-86.9% | $2,279-84.4% | $4,156-91.4% |
| Participant deferral / active EE | $2,727 | $4,640-41.2% | $4,048-32.6% | $6,407-57.4% |
| Admin fee / account holder | $563 | $10,129-94.4% | $8,703-93.5% | $12,270-95.4% |