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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 | $149,444 | $155,555-3.9% | $146,866+1.8% | $155,188-3.7% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.5%-4.2pp | 80.8%-2.5pp |
| Annual return | 15.07% | 115.41%-100.3pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,590 | $8,044+44.1% | $7,759+49.4% | $6,531+77.5% |
| Admin fee / account holder | $688 | $14,755-95.3% | $13,620-94.9% | $14,480-95.2% |