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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 | $153,032 | $176,105-13.1% | $159,474-4.0% | $167,536-8.7% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 12.08% | 331.91%-319.8pp | 263.68%-251.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,213 | $7,751-45.7% | $7,353-42.7% | $6,342-33.6% |
| Admin fee / account holder | $792 | $12,559-93.7% | $10,802-92.7% | $12,315-93.6% |