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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 | $62,159 | $77,817-20.1% | $123,553-49.7% | $64,173-3.1% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | -6.16% | 12.49%-18.6pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $98 | $3,014-96.8% | $4,628-97.9% | $2,381-95.9% |
| Participant deferral / active EE | $2,598 | $5,240-50.4% | $6,426-59.6% | $3,470-25.1% |
| Admin fee / account holder | $3,465 | $5,519-37.2% | $9,284-62.7% | $4,887-29.1% |