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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 | $22,593 | $111,535-79.7% | $105,223-78.5% | $137,256-83.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 17.53% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $793 | $3,939-79.9% | $3,689-78.5% | $4,156-80.9% |
| Participant deferral / active EE | $3,751 | $5,500-31.8% | $5,072-26.0% | $6,407-41.5% |
| Admin fee / account holder | $761 | $9,721-92.2% | $8,859-91.4% | $12,270-93.8% |