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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 | $105,505 | $171,930-38.6% | $151,266-30.3% | $154,746-31.8% |
| Participation rate | 71.4% | 80.5%-9.1pp | 77.0%-5.6pp | 80.7%-9.3pp |
| Annual return | 9.08% | 242.03%-232.9pp | 180.60%-171.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,914 | $8,191-40.0% | $7,337-33.0% | $6,730-27.0% |
| Admin fee / account holder | $6,531 | $15,803-58.7% | $13,159-50.4% | $14,365-54.5% |