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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 | $118,437 | $176,077-32.7% | $159,455-25.7% | $167,518-29.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.52% | 331.83%-317.3pp | 263.63%-249.1pp | 478.71%-464.2pp |
| Employer contribution / active EE | $719 | $5,298-86.4% | $4,830-85.1% | $4,838-85.1% |
| Participant deferral / active EE | $4,464 | $7,751-42.4% | $7,353-39.3% | $6,342-29.6% |
| Admin fee / account holder | $901 | $12,556-92.8% | $10,800-91.7% | $12,312-92.7% |