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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 | $132,684 | $176,120-24.7% | $159,487-16.8% | $167,553-20.8% |
| Participation rate | 79.2% | 85.0%-5.8pp | 82.8%-3.7pp | 82.1%-2.9pp |
| Annual return | 15.26% | 331.95%-316.7pp | 263.71%-248.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $824 | $5,299-84.4% | $4,831-82.9% | $4,840-83.0% |
| Participant deferral / active EE | $5,948 | $7,752-23.3% | $7,354-19.1% | $6,343-6.2% |
| Admin fee / account holder | $453 | $12,561-96.4% | $10,804-95.8% | $12,316-96.3% |