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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 | $114,391 | $171,492-33.3% | $150,734-24.1% | $198,609-42.4% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 7.75% | 804.70%-797.0pp | 600.81%-593.1pp | 202.70%-194.9pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,966 | $6,259-20.7% | $5,610-11.5% | $6,977-28.8% |
| Admin fee / account holder | $504 | $17,628-97.1% | $14,905-96.6% | $19,030-97.4% |