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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 | $49,340 | $108,825-54.7% | $156,181-68.4% | $82,448-40.2% |
| Participation rate | 78.3% | 72.4%+5.9pp | 78.8%-0.6pp | 68.1%+10.2pp |
| Annual return | 16.76% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $22 | $2,870-99.2% | $4,294-99.5% | $2,551-99.1% |
| Participant deferral / active EE | $4,713 | $4,577+3.0% | $6,132-23.1% | $4,139+13.9% |
| Admin fee / account holder | $4,834 | $9,341-48.3% | $14,586-66.9% | $7,234-33.2% |