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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 | $33,344 | $172,111-80.6% | $150,298-77.8% | $137,256-75.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.32% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $694 | $4,636-85.0% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $3,527 | $6,166-42.8% | $5,453-35.3% | $6,407-44.9% |
| Admin fee / account holder | $343 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |