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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 | $116,993 | $165,361-29.3% | $149,715-21.9% | $158,950-26.4% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 9.64% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,225 | $7,182-13.3% | $6,842-9.0% | $5,983+4.1% |
| Admin fee / account holder | $2,115 | $10,808-80.4% | $9,310-77.3% | $11,248-81.2% |