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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 | $103,289 | $178,174-42.0% | $156,181-33.9% | $137,256-24.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 12.59% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,843 | $6,888-0.6% | $6,132+11.6% | $6,407+6.8% |
| Admin fee / account holder | $11,099 | $17,404-36.2% | $14,586-23.9% | $12,270-9.5% |