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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 | $33,090 | $142,430-76.8% | $115,170-71.3% | $152,897-78.4% |
| Participation rate | 72.2% | 82.4%-10.1pp | 75.9%-3.7pp | 82.5%-10.2pp |
| Annual return | 9.76% | 41.48%-31.7pp | 35.60%-25.8pp | 345.43%-335.7pp |
| Employer contribution / active EE | $555 | $4,011-86.2% | $3,179-82.5% | $4,764-88.4% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $426 | $8,464-95.0% | $7,089-94.0% | $11,599-96.3% |