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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 | $54,237 | $209,422-74.1% | $178,503-69.6% | $158,982-65.9% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 13.43% | 188.81%-175.4pp | 151.12%-137.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $599 | $5,707-89.5% | $5,011-88.0% | $4,763-87.4% |
| Participant deferral / active EE | $4,909 | $5,955-17.6% | $5,202-5.6% | $5,983-18.0% |
| Admin fee / account holder | $388 | $17,079-97.7% | $13,987-97.2% | $11,252-96.6% |