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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 | $13,902 | $111,535-87.5% | $105,223-86.8% | $137,256-89.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.16% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $414 | $3,939-89.5% | $3,689-88.8% | $4,156-90.1% |
| Participant deferral / active EE | $1,765 | $5,500-67.9% | $5,072-65.2% | $6,407-72.4% |
| Admin fee / account holder | $2,109 | $9,721-78.3% | $8,859-76.2% | $12,270-82.8% |