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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 | $114,712-57.0% | $173,730-71.6% | $87,485-43.6% |
| Participation rate | 78.3% | 73.0%+5.3pp | 79.6%-1.3pp | 68.9%+9.3pp |
| Annual return | 16.76% | 20.18%-3.4pp | 19.96%-3.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $22 | $2,904-99.3% | $4,577-99.5% | $2,596-99.2% |
| Participant deferral / active EE | $4,713 | $4,642+1.5% | $6,326-25.5% | $4,274+10.3% |
| Admin fee / account holder | $4,834 | $10,210-52.7% | $17,523-72.4% | $7,775-37.8% |