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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 | $112,157 | $126,661-11.5% | $113,397-1.1% | $138,895-19.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 14.69% | 25.05%-10.4pp | 23.20%-8.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,860 | $5,693-67.3% | $5,076-63.4% | $6,396-70.9% |
| Admin fee / account holder | $1,135 | $14,549-92.2% | $11,957-90.5% | $12,562-91.0% |