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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 | $74,867 | $114,119-34.4% | $107,187-30.2% | $138,895-46.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 20.50% | 273.21%-252.7pp | 204.55%-184.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $368 | $4,059-90.9% | $3,782-90.3% | $4,194-91.2% |
| Participant deferral / active EE | $4,725 | $5,538-14.7% | $5,096-7.3% | $6,396-26.1% |
| Admin fee / account holder | $1,202 | $10,024-88.0% | $9,162-86.9% | $12,562-90.4% |