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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 | $14,866 | $211,288-93.0% | $178,540-91.7% | $145,884-89.8% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.87% | 30.27%-21.4pp | 27.15%-18.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,432 | $6,967-36.4% | $6,281-29.4% | $6,690-33.8% |
| Admin fee / account holder | $433 | $12,105-96.4% | $10,424-95.8% | $13,392-96.8% |