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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 | $142,264 | $183,539-22.5% | $155,556-8.5% | $145,897-2.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.22% | 61.31%-43.1pp | 64.84%-46.6pp | 552.29%-534.1pp |
| Employer contribution / active EE | $906 | $5,315-83.0% | $4,675-80.6% | $4,663-80.6% |
| Participant deferral / active EE | $3,047 | $6,467-52.9% | $5,631-45.9% | $6,689-54.5% |
| Admin fee / account holder | $1,362 | $19,275-92.9% | $15,885-91.4% | $13,390-89.8% |