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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 | $30,410 | $148,623-79.5% | $135,974-77.6% | $139,466-78.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.11% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $951 | $5,246-81.9% | $4,859-80.4% | $4,754-80.0% |
| Participant deferral / active EE | $6,283 | $8,103-22.5% | $7,760-19.0% | $6,712-6.4% |
| Admin fee / account holder | $4,179 | $12,406-66.3% | $10,767-61.2% | $11,409-63.4% |