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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 | $110,011 | $162,136-32.1% | $152,301-27.8% | $154,746-28.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 16.15% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,941 | $8,341-28.8% | $8,004-25.8% | $6,730-11.7% |
| Admin fee / account holder | $6,565 | $15,759-58.3% | $14,398-54.4% | $14,365-54.3% |