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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 | $74,482 | $185,883-59.9% | $170,043-56.2% | $139,466-46.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 17.72% | 60.54%-42.8pp | 53.40%-35.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $928 | $7,596-87.8% | $6,790-86.3% | $4,754-80.5% |
| Participant deferral / active EE | $4,456 | $11,626-61.7% | $10,410-57.2% | $6,712-33.6% |
| Admin fee / account holder | $6,233 | $15,393-59.5% | $12,824-51.4% | $11,409-45.4% |