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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 | $85,353 | $157,296-45.7% | $141,191-39.5% | $152,897-44.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 29.70% | 64.34%-34.6pp | 71.41%-41.7pp | 345.43%-315.7pp |
| Employer contribution / active EE | $789 | $5,262-85.0% | $4,736-83.4% | $4,764-83.4% |
| Participant deferral / active EE | $6,839 | $7,111-3.8% | $6,710+1.9% | $5,851+16.9% |
| Admin fee / account holder | $566 | $12,125-95.3% | $10,264-94.5% | $11,599-95.1% |