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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 | $126,531 | $172,111-26.5% | $150,298-15.8% | $137,256-7.8% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 13.21% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,034 | $6,166-34.6% | $5,453-26.0% | $6,407-37.0% |
| Admin fee / account holder | $424 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |