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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 | $102,456 | $155,555-34.1% | $146,866-30.2% | $155,188-34.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 19.70% | 115.41%-95.7pp | 102.85%-83.2pp | 148.84%-129.1pp |
| Employer contribution / active EE | $450 | $4,647-90.3% | $4,425-89.8% | $4,248-89.4% |
| Participant deferral / active EE | $10,329 | $8,044+28.4% | $7,759+33.1% | $6,531+58.2% |
| Admin fee / account holder | $999 | $14,755-93.2% | $13,620-92.7% | $14,480-93.1% |