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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 | $141,561 | $155,555-9.0% | $146,866-3.6% | $155,188-8.8% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 13.55% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,574 | $8,044+6.6% | $7,759+10.5% | $6,531+31.3% |
| Admin fee / account holder | $4,398 | $14,755-70.2% | $13,620-67.7% | $14,480-69.6% |