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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 | $81,833 | $197,637-58.6% | $177,848-54.0% | $158,982-48.5% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 16.40% | 58.77%-42.4pp | 48.33%-31.9pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,896 | $8,405-29.9% | $7,714-23.6% | $5,983-1.5% |
| Admin fee / account holder | $1,553 | $15,406-89.9% | $12,431-87.5% | $11,252-86.2% |