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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 | $126,978 | $165,381-23.2% | $149,730-15.2% | $158,966-20.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.29% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $830 | $5,104-83.7% | $4,645-82.1% | $4,762-82.6% |
| Participant deferral / active EE | $4,530 | $7,182-36.9% | $6,843-33.8% | $5,983-24.3% |
| Admin fee / account holder | $985 | $10,809-90.9% | $9,310-89.4% | $11,250-91.2% |