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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 | $57,739 | $196,972-70.7% | $182,262-68.3% | $198,609-70.9% |
| Participation rate | 81.0% | 85.7%-4.7pp | 84.2%-3.3pp | 82.4%-1.4pp |
| Annual return | 11.32% | 158.27%-147.0pp | 140.60%-129.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,707 | $8,643-45.5% | $8,276-43.1% | $6,977-32.5% |
| Admin fee / account holder | $3,070 | $18,429-83.3% | $16,712-81.6% | $19,030-83.9% |