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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 | $107,460 | $227,399-52.7% | $189,758-43.4% | $198,609-45.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 17.62% | 61.03%-43.4pp | 52.62%-35.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,409 | $5,526-74.5% | $4,767-70.5% | $5,055-72.1% |
| Participant deferral / active EE | $8,106 | $6,837+18.6% | $5,856+38.4% | $6,977+16.2% |
| Admin fee / account holder | $7,938 | $25,162-68.5% | $20,388-61.1% | $19,030-58.3% |