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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 | $21,122 | $202,460-89.6% | $169,385-87.5% | $139,456-84.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 16.61% | 532.07%-515.5pp | 405.82%-389.2pp | 373.45%-356.8pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,989 | $6,938-13.7% | $6,221-3.7% | $6,711-10.8% |
| Admin fee / account holder | $1,076 | $10,719-90.0% | $9,011-88.1% | $11,407-90.6% |