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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 | $97,885 | $209,847-53.4% | $189,520-48.4% | $167,518-41.6% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 9.94% | 748.45%-738.5pp | 555.25%-545.3pp | 478.71%-468.8pp |
| Employer contribution / active EE | $1,337 | $6,913-80.7% | $6,161-78.3% | $4,838-72.4% |
| Participant deferral / active EE | $4,712 | $8,934-47.3% | $8,220-42.7% | $6,342-25.7% |
| Admin fee / account holder | $1,659 | $14,295-88.4% | $12,046-86.2% | $12,312-86.5% |