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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 | $49,196 | $178,174-72.4% | $156,181-68.5% | $137,256-64.2% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 11.41% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,097 | $6,888-55.0% | $6,132-49.5% | $6,407-51.7% |
| Admin fee / account holder | $1,398 | $17,404-92.0% | $14,586-90.4% | $12,270-88.6% |