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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 | $62,887 | $196,972-68.1% | $182,262-65.5% | $198,609-68.3% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 15.42% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,160 | $8,643-5.6% | $8,276-1.4% | $6,977+17.0% |
| Admin fee / account holder | $2,333 | $18,429-87.3% | $16,712-86.0% | $19,030-87.7% |