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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 | $28,339 | $156,398-81.9% | $147,318-80.8% | $138,895-79.6% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 17.79% | 78.75%-61.0pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,073 | $8,237-38.4% | $7,906-35.8% | $6,396-20.7% |
| Admin fee / account holder | $1,694 | $14,976-88.7% | $13,708-87.6% | $12,562-86.5% |