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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 | $102,582 | $156,398-34.4% | $147,318-30.4% | $138,895-26.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.92% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,949 | $8,237-39.9% | $7,906-37.4% | $6,396-22.6% |
| Admin fee / account holder | $1,507 | $14,976-89.9% | $13,708-89.0% | $12,562-88.0% |