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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 | $27,391 | $165,381-83.4% | $149,730-81.7% | $158,966-82.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 18.27% | 348.29%-330.0pp | 276.70%-258.4pp | 302.95%-284.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,448 | $7,182-24.1% | $6,843-20.4% | $5,983-8.9% |
| Admin fee / account holder | $4,190 | $10,809-61.2% | $9,310-55.0% | $11,250-62.8% |