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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 | $80,566 | $93,589-13.9% | $135,942-40.7% | $75,181+7.2% |
| Participation rate | 70.2% | 75.2%-5.0pp | 81.9%-11.7pp | 67.2%+3.0pp |
| Annual return | 16.59% | 30.90%-14.3pp | 68.28%-51.7pp | 160.69%-144.1pp |
| Employer contribution / active EE | $584 | $3,537-83.5% | $4,858-88.0% | $2,671-78.1% |
| Participant deferral / active EE | $5,882 | $6,405-8.2% | $7,759-24.2% | $4,126+42.6% |
| Admin fee / account holder | $6,091 | $6,977-12.7% | $10,764-43.4% | $5,650+7.8% |