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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 | $60,979 | $76,367-20.1% | $93,609-34.9% | $72,986-16.5% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.7pp | 69.5%+12.1pp |
| Annual return | 20.27% | 25.82%-5.5pp | 32.76%-12.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $66 | $2,275-97.1% | $2,718-97.6% | $2,440-97.3% |
| Participant deferral / active EE | $1,826 | $3,538-48.4% | $4,069-55.1% | $3,607-49.4% |
| Admin fee / account holder | $3,520 | $6,838-48.5% | $7,889-55.4% | $5,124-31.3% |