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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 | $72,997 | $135,956-46.3% | $123,894-41.1% | $273,972-73.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.72% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $727 | $5,170-85.9% | $4,617-84.2% | $4,869-85.1% |
| Participant deferral / active EE | $2,678 | $6,343-57.8% | $5,984-55.3% | $5,287-49.4% |
| Admin fee / account holder | $758 | $9,817-92.3% | $8,357-90.9% | $10,133-92.5% |