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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 | $94,366 | $202,342-53.4% | $172,752-45.4% | $152,897-38.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 23.40% | 1029.83%-1006.4pp | 802.97%-779.6pp | 345.43%-322.0pp |
| Employer contribution / active EE | $358 | $5,858-93.9% | $5,144-93.1% | $4,764-92.5% |
| Participant deferral / active EE | $4,663 | $5,948-21.6% | $5,198-10.3% | $5,851-20.3% |
| Admin fee / account holder | $712 | $17,111-95.8% | $13,955-94.9% | $11,599-93.9% |