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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 | $77,910 | $155,555-49.9% | $146,866-47.0% | $155,188-49.8% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 11.03% | 115.41%-104.4pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $242 | $4,647-94.8% | $4,425-94.5% | $4,248-94.3% |
| Participant deferral / active EE | $6,327 | $8,044-21.3% | $7,759-18.5% | $6,531-3.1% |
| Admin fee / account holder | $5,291 | $14,755-64.1% | $13,620-61.2% | $14,480-63.5% |