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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 | $53,059 | $166,131-68.1% | $164,975-67.8% | $145,877-63.6% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 11.78% | 100.37%-88.6pp | 70.12%-58.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,704 | $6,962-3.7% | $6,033+11.1% | $6,691+0.2% |
| Admin fee / account holder | $2,421 | $16,648-85.5% | $12,688-80.9% | $13,402-81.9% |