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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 | $53,864 | $155,555-65.4% | $146,866-63.3% | $155,188-65.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 17.73% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,446 | $8,044+5.0% | $7,759+8.8% | $6,531+29.3% |
| Admin fee / account holder | $351 | $14,755-97.6% | $13,620-97.4% | $14,480-97.6% |