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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 | $33,640 | $98,776-65.9% | $149,745-77.5% | $79,856-57.9% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.6pp |
| Annual return | 15.00% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $459 | $3,217-85.7% | $4,646-90.1% | $2,471-81.4% |
| Participant deferral / active EE | $4,635 | $5,681-18.4% | $6,843-32.3% | $3,741+23.9% |
| Admin fee / account holder | $5,088 | $6,053-15.9% | $9,312-45.4% | $5,306-4.1% |