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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 | $37,733 | $111,535-66.2% | $105,223-64.1% | $137,256-72.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 34.37% | 237.85%-203.5pp | 180.65%-146.3pp | 220.34%-186.0pp |
| Employer contribution / active EE | $248 | $3,939-93.7% | $3,689-93.3% | $4,156-94.0% |
| Participant deferral / active EE | $1,908 | $5,500-65.3% | $5,072-62.4% | $6,407-70.2% |
| Admin fee / account holder | $619 | $9,721-93.6% | $8,859-93.0% | $12,270-95.0% |