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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 | $32,214 | $185,312-82.6% | $161,489-80.1% | $154,746-79.2% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 41.97% | 103.84%-61.9pp | 89.72%-47.7pp | 172.34%-130.4pp |
| Employer contribution / active EE | $757 | $4,769-84.1% | $4,268-82.3% | $4,379-82.7% |
| Participant deferral / active EE | $4,739 | $6,350-25.4% | $5,630-15.8% | $6,730-29.6% |
| Admin fee / account holder | $427 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |