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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 | $108,310 | $176,786-38.7% | $146,643-26.1% | $167,536-35.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.13% | 24.04%-12.9pp | 22.75%-11.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $710 | $5,161-86.2% | $4,137-82.8% | $4,839-85.3% |
| Participant deferral / active EE | $3,600 | $6,440-44.1% | $5,506-34.6% | $6,342-43.2% |
| Admin fee / account holder | $8,677 | $13,262-34.6% | $10,280-15.6% | $12,315-29.5% |