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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 | $44,542 | $165,381-73.1% | $149,730-70.3% | $158,966-72.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.23% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,599 | $7,182-22.0% | $6,843-18.2% | $5,983-6.4% |
| Admin fee / account holder | $6,250 | $10,809-42.2% | $9,310-32.9% | $11,250-44.4% |