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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 | $119,163 | $185,883-35.9% | $170,043-29.9% | $139,466-14.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,166 | $7,596-84.7% | $6,790-82.8% | $4,754-75.5% |
| Participant deferral / active EE | $7,393 | $11,626-36.4% | $10,410-29.0% | $6,712+10.1% |
| Admin fee / account holder | $35,999 | $15,393+133.9% | $12,824+180.7% | $11,409+215.5% |