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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 | $103,404 | $155,555-33.5% | $146,866-29.6% | $155,188-33.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 14.75% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,875 | $8,044-27.0% | $7,759-24.3% | $6,531-10.0% |
| Admin fee / account holder | $1,100 | $14,755-92.5% | $13,620-91.9% | $14,480-92.4% |