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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 | $75,843 | $86,938-12.8% | $102,423-26.0% | $80,925-6.3% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.7%+21.6pp |
| Annual return | 14.92% | 18.89%-4.0pp | 29.42%-14.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $518 | $2,369-78.1% | $3,023-82.9% | $2,756-81.2% |
| Participant deferral / active EE | $3,932 | $4,120-4.6% | $5,054-22.2% | $4,299-8.5% |
| Admin fee / account holder | $2,817 | $8,053-65.0% | $9,455-70.2% | $6,940-59.4% |