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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 | $102,979 | $152,460-32.5% | $118,746-13.3% | $147,587-30.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | 16.97% | 17.41%-0.4pp | 24.54%-7.6pp | 578.60%-561.6pp |
| Employer contribution / active EE | $960 | $5,046-81.0% | $4,193-77.1% | $4,876-80.3% |
| Participant deferral / active EE | $3,399 | $6,212-45.3% | $5,332-36.3% | $5,439-37.5% |
| Admin fee / account holder | $327 | $16,953-98.1% | $10,720-96.9% | $10,886-97.0% |