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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 | $52,344 | $72,492-27.8% | $87,102-39.9% | $72,983-28.3% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 22.76% | 24.46%-1.7pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $239 | $1,894-87.4% | $2,521-90.5% | $2,440-90.2% |
| Participant deferral / active EE | $2,593 | $3,270-20.7% | $4,048-36.0% | $3,608-28.1% |
| Admin fee / account holder | $983 | $5,055-80.5% | $7,491-86.9% | $5,124-80.8% |