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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 | $158,553 | $176,105-10.0% | $159,474-0.6% | $167,536-5.4% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 13.78% | 331.91%-318.1pp | 263.68%-249.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $85 | $5,299-98.4% | $4,831-98.2% | $4,839-98.2% |
| Participant deferral / active EE | $5,389 | $7,751-30.5% | $7,353-26.7% | $6,342-15.0% |
| Admin fee / account holder | $1,801 | $12,559-85.7% | $10,802-83.3% | $12,315-85.4% |