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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 | $136,247 | $160,040-14.9% | $147,096-7.4% | $145,877-6.6% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 20.52% | 98.49%-78.0pp | 419.75%-399.2pp | 551.28%-530.8pp |
| Employer contribution / active EE | $355 | $5,289-93.3% | $4,936-92.8% | $4,663-92.4% |
| Participant deferral / active EE | $4,739 | $8,429-43.8% | $8,071-41.3% | $6,691-29.2% |
| Admin fee / account holder | $5,036 | $15,050-66.5% | $13,005-61.3% | $13,402-62.4% |