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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 | $130,544 | $162,136-19.5% | $152,301-14.3% | $154,746-15.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.77% | 91.02%-76.3pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $691 | $4,890-85.9% | $4,624-85.1% | $4,379-84.2% |
| Participant deferral / active EE | $3,400 | $8,341-59.2% | $8,004-57.5% | $6,730-49.5% |
| Admin fee / account holder | $2,876 | $15,759-81.8% | $14,398-80.0% | $14,365-80.0% |