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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 | $26,011 | $106,524-75.6% | $152,301-82.9% | $87,485-70.3% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.4%-3.5pp | 68.9%+10.0pp |
| Annual return | 17.74% | 26.89%-9.1pp | 80.50%-62.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $493 | $3,371-85.4% | $4,624-89.3% | $2,596-81.0% |
| Participant deferral / active EE | $2,720 | $6,525-58.3% | $8,004-66.0% | $4,274-36.3% |
| Admin fee / account holder | $663 | $8,287-92.0% | $14,398-95.4% | $7,775-91.5% |