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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 | $88,096 | $157,296-44.0% | $141,191-37.6% | $152,897-42.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 23.19% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $458 | $5,262-91.3% | $4,736-90.3% | $4,764-90.4% |
| Participant deferral / active EE | $3,891 | $7,111-45.3% | $6,710-42.0% | $5,851-33.5% |
| Admin fee / account holder | $9,603 | $12,125-20.8% | $10,264-6.4% | $11,599-17.2% |