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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 | $95,699 | $223,823-57.2% | $211,142-54.7% | $154,746-38.2% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 15.45% | 50.39%-34.9pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,875 | $9,750-39.7% | $9,284-36.7% | $6,730-12.7% |
| Admin fee / account holder | $966 | $19,707-95.1% | $19,076-94.9% | $14,365-93.3% |