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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 | $90,453 | $98,766-8.4% | $149,730-39.6% | $79,852+13.3% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 12.72% | 27.43%-14.7pp | 276.70%-264.0pp | 31.72%-19.0pp |
| Employer contribution / active EE | $421 | $3,217-86.9% | $4,645-90.9% | $2,471-83.0% |
| Participant deferral / active EE | $4,493 | $5,681-20.9% | $6,843-34.3% | $3,740+20.1% |
| Admin fee / account holder | $1,499 | $6,052-75.2% | $9,310-83.9% | $5,306-71.8% |