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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 | $129,737-70.9% | $119,126-68.3% | $154,746-75.6% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 34.37% | 379.08%-344.7pp | 282.11%-247.7pp | 172.34%-138.0pp |
| Employer contribution / active EE | $248 | $4,375-94.3% | $4,034-93.9% | $4,379-94.3% |
| Participant deferral / active EE | $1,908 | $5,842-67.3% | $5,318-64.1% | $6,730-71.7% |
| Admin fee / account holder | $619 | $11,961-94.8% | $10,693-94.2% | $14,365-95.7% |