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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 | $102,513 | $226,090-54.7% | $182,531-43.8% | $152,885-32.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 17.68% | 192.57%-174.9pp | 148.57%-130.9pp | 345.39%-327.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,732 | $6,369-72.8% | $5,525-68.7% | $5,851-70.4% |
| Admin fee / account holder | $850 | $10,705-92.1% | $8,593-90.1% | $11,598-92.7% |