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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 | $100,218 | $201,264-50.2% | $184,185-45.6% | $145,978-31.3% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 14.38% | 29.00%-14.6pp | 28.81%-14.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,390 | $7,021-80.2% | $6,426-78.4% | $4,662-70.2% |
| Participant deferral / active EE | $3,297 | $9,806-66.4% | $9,132-63.9% | $6,690-50.7% |
| Admin fee / account holder | $6,074 | $16,376-62.9% | $13,909-56.3% | $13,400-54.7% |