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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 | $117,574 | $77,817+51.1% | $123,553-4.8% | $64,173+83.2% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -7.78% | 12.49%-20.3pp | 119.21%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,362 | $5,240+40.5% | $6,426+14.6% | $3,470+112.2% |
| Admin fee / account holder | $3,925 | $5,519-28.9% | $9,284-57.7% | $4,887-19.7% |