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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 | $97,396 | $212,386-54.1% | $199,883-51.3% | $138,895-29.9% |
| Participation rate | 77.8% | 87.4%-9.6pp | 86.8%-9.0pp | 79.9%-2.1pp |
| Annual return | 14.54% | 47.75%-33.2pp | 43.81%-29.3pp | 145.39%-130.9pp |
| Employer contribution / active EE | $595 | $6,625-91.0% | $6,261-90.5% | $4,194-85.8% |
| Participant deferral / active EE | $13,085 | $9,617+36.1% | $9,138+43.2% | $6,396+104.6% |
| Admin fee / account holder | $619 | $18,233-96.6% | $17,268-96.4% | $12,562-95.1% |