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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 | $102,801 | $165,381-37.8% | $149,730-31.3% | $158,966-35.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.45% | 348.29%-334.8pp | 276.70%-263.3pp | 302.95%-289.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,088 | $7,182-1.3% | $6,843+3.6% | $5,983+18.5% |
| Admin fee / account holder | $788 | $10,809-92.7% | $9,310-91.5% | $11,250-93.0% |