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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 | $117,743 | $178,174-33.9% | $156,181-24.6% | $137,256-14.2% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 17.24% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $972 | $4,972-80.4% | $4,294-77.4% | $4,156-76.6% |
| Participant deferral / active EE | $5,448 | $6,888-20.9% | $6,132-11.2% | $6,407-15.0% |
| Admin fee / account holder | $13,220 | $17,404-24.0% | $14,586-9.4% | $12,270+7.7% |