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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 | $119,299 | $148,629-19.7% | $135,982-12.3% | $139,487-14.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.25% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,767 | $8,102-53.5% | $7,760-51.5% | $6,713-43.9% |
| Admin fee / account holder | $1,107 | $12,406-91.1% | $10,767-89.7% | $11,407-90.3% |