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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 | $106,654 | $168,636-36.8% | $147,618-27.8% | $125,388-14.9% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | 4.54% | 77.65%-73.1pp | 61.98%-57.4pp | 282.24%-277.7pp |
| Employer contribution / active EE | $1,226 | $6,252-80.4% | $5,565-78.0% | $4,866-74.8% |
| Participant deferral / active EE | $5,790 | $5,507+5.1% | $4,895+18.3% | $5,352+8.2% |
| Admin fee / account holder | $3,347 | $13,580-75.4% | $11,612-71.2% | $9,541-64.9% |