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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 | $47,756 | $52,911-9.7% | $73,309-34.9% | $59,633-19.9% |
| Participation rate | 81.4% | 68.2%+13.2pp | 74.9%+6.5pp | 68.7%+12.8pp |
| Annual return | -0.13% | 12.20%-12.3pp | 5.67%-5.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $204 | $1,909-89.3% | $3,237-93.7% | $2,203-90.7% |
| Participant deferral / active EE | $3,249 | $4,069-20.2% | $4,991-34.9% | $3,192+1.8% |
| Admin fee / account holder | $398 | $3,835-89.6% | $5,635-92.9% | $4,297-90.7% |