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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 | $150,791 | $165,381-8.8% | $149,730+0.7% | $158,966-5.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 16.66% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,171 | $7,182-14.1% | $6,843-9.8% | $5,983+3.1% |
| Admin fee / account holder | $7,715 | $10,809-28.6% | $9,310-17.1% | $11,250-31.4% |