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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 | $82,468 | $155,555-47.0% | $146,866-43.8% | $155,188-46.9% |
| Participation rate | 72.2% | 84.0%-11.7pp | 82.5%-10.3pp | 80.8%-8.6pp |
| Annual return | 17.39% | 115.41%-98.0pp | 102.85%-85.5pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,692 | $8,044-16.8% | $7,759-13.8% | $6,531+2.5% |
| Admin fee / account holder | $534 | $14,755-96.4% | $13,620-96.1% | $14,480-96.3% |