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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 | $121,146 | $159,978-24.3% | $147,041-17.6% | $145,978-17.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.11% | 98.36%-80.3pp | 419.21%-401.1pp | 550.52%-532.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,796 | $8,429-7.5% | $8,071-3.4% | $6,690+16.5% |
| Admin fee / account holder | $1,860 | $15,053-87.6% | $13,006-85.7% | $13,400-86.1% |