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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 | $61,577 | $62,589-1.6% | $76,768-19.8% | $64,173-4.0% |
| Participation rate | 76.4% | 72.8%+3.5pp | 77.0%-0.6pp | 69.6%+6.8pp |
| Annual return | -4.14% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $401 | $1,832-78.1% | $2,485-83.9% | $2,381-83.2% |
| Participant deferral / active EE | $2,824 | $3,145-10.2% | $3,852-26.7% | $3,470-18.6% |
| Admin fee / account holder | $2,219 | $4,667-52.5% | $6,675-66.8% | $4,887-54.6% |