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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 | $150,507 | $165,399-9.0% | $149,745+0.5% | $158,982-5.3% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 14.72% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,324 | $7,183-53.7% | $6,843-51.4% | $5,983-44.5% |
| Admin fee / account holder | $5,788 | $10,811-46.5% | $9,312-37.8% | $11,252-48.6% |