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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 | $60,065 | $70,366-14.6% | $66,674-9.9% | $138,895-56.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 13.24% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,099 | $4,374+39.4% | $4,084+49.3% | $6,396-4.6% |
| Admin fee / account holder | $2,495 | $5,262-52.6% | $5,098-51.1% | $12,562-80.1% |