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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 | $128,304 | $176,120-27.1% | $159,487-19.6% | $167,553-23.4% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 17.09% | 331.95%-314.9pp | 263.71%-246.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,774 | $7,752-38.4% | $7,354-35.1% | $6,343-24.7% |
| Admin fee / account holder | $1,800 | $12,561-85.7% | $10,804-83.3% | $12,316-85.4% |