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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 | $50,814 | $223,823-77.3% | $211,142-75.9% | $154,746-67.2% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 18.86% | 50.39%-31.5pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $734 | $6,787-89.2% | $6,442-88.6% | $4,379-83.2% |
| Participant deferral / active EE | $4,099 | $9,750-58.0% | $9,284-55.9% | $6,730-39.1% |
| Admin fee / account holder | $5,576 | $19,707-71.7% | $19,076-70.8% | $14,365-61.2% |