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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 | $160,719 | $217,427-26.1% | $185,837-13.5% | $167,518-4.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 9.98% | 148.39%-138.4pp | 122.08%-112.1pp | 478.71%-468.7pp |
| Employer contribution / active EE | $928 | $5,874-84.2% | $5,168-82.1% | $4,838-80.8% |
| Participant deferral / active EE | $6,865 | $6,357+8.0% | $5,568+23.3% | $6,342+8.2% |
| Admin fee / account holder | $507 | $19,816-97.4% | $16,241-96.9% | $12,312-95.9% |