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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 | $79,452 | $157,296-49.5% | $141,191-43.7% | $152,897-48.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 22.15% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,694 | $7,111+64.5% | $6,710+74.3% | $5,851+99.9% |
| Admin fee / account holder | $7,099 | $12,125-41.5% | $10,264-30.8% | $11,599-38.8% |