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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 | $148,653 | $162,136-8.3% | $152,301-2.4% | $154,746-3.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.14% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $5 | $4,890-99.9% | $4,624-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $14,186 | $8,341+70.1% | $8,004+77.2% | $6,730+110.8% |
| Admin fee / account holder | $14,485 | $15,759-8.1% | $14,398+0.6% | $14,365+0.8% |