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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 | $115,447 | $175,259-34.1% | $149,723-22.9% | $139,487-17.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.78% | 166.82%-147.0pp | 134.50%-114.7pp | 373.84%-354.1pp |
| Employer contribution / active EE | $924 | $5,478-83.1% | $4,821-80.8% | $4,755-80.6% |
| Participant deferral / active EE | $3,111 | $6,522-52.3% | $5,682-45.2% | $6,713-53.6% |
| Admin fee / account holder | $2,889 | $16,158-82.1% | $13,215-78.1% | $11,407-74.7% |