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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 | $41,164 | $148,623-72.3% | $135,974-69.7% | $139,466-70.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 15.21% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,223 | $8,103-47.9% | $7,760-45.6% | $6,712-37.1% |
| Admin fee / account holder | $3,203 | $12,406-74.2% | $10,767-70.2% | $11,409-71.9% |