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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 | $130,142 | $162,136-19.7% | $152,301-14.5% | $154,746-15.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.92% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $707 | $4,890-85.5% | $4,624-84.7% | $4,379-83.8% |
| Participant deferral / active EE | $7,976 | $8,341-4.4% | $8,004-0.3% | $6,730+18.5% |
| Admin fee / account holder | $4,405 | $15,759-72.0% | $14,398-69.4% | $14,365-69.3% |