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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 | $58,309 | $148,623-60.8% | $135,974-57.1% | $139,466-58.2% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 19.42% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,883 | $8,103+9.6% | $7,760+14.5% | $6,712+32.4% |
| Admin fee / account holder | $4,085 | $12,406-67.1% | $10,767-62.1% | $11,409-64.2% |