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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 | $132,771 | $209,336-36.6% | $197,124-32.6% | $137,256-3.3% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 16.77% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $93 | $6,591-98.6% | $6,227-98.5% | $4,156-97.8% |
| Participant deferral / active EE | $7,005 | $9,614-27.1% | $9,135-23.3% | $6,407+9.3% |
| Admin fee / account holder | $364 | $17,308-97.9% | $16,298-97.8% | $12,270-97.0% |