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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 | $179,077 | $196,972-9.1% | $182,262-1.7% | $198,609-9.8% |
| Participation rate | 78.6% | 85.7%-7.1pp | 84.2%-5.6pp | 82.4%-3.8pp |
| Annual return | 17.73% | 158.27%-140.5pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,156 | $5,364-78.4% | $5,046-77.1% | $5,055-77.1% |
| Participant deferral / active EE | $7,648 | $8,643-11.5% | $8,276-7.6% | $6,977+9.6% |
| Admin fee / account holder | $21,123 | $18,429+14.6% | $16,712+26.4% | $19,030+11.0% |