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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 | $108,571 | $165,399-34.4% | $149,745-27.5% | $158,982-31.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.63% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,095 | $7,183-29.1% | $6,843-25.5% | $5,983-14.9% |
| Admin fee / account holder | $2,493 | $10,811-76.9% | $9,312-73.2% | $11,252-77.8% |