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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 | $70,005 | $138,076-49.3% | $123,553-43.3% | $135,380-48.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 18.58% | 153.70%-135.1pp | 119.21%-100.6pp | 519.81%-501.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,860 | $6,800-13.8% | $6,426-8.8% | $5,609+4.5% |
| Admin fee / account holder | $305 | $10,917-97.2% | $9,284-96.7% | $10,828-97.2% |