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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 | $58,529 | $148,582-60.6% | $135,942-56.9% | $139,456-58.0% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 17.49% | 79.26%-61.8pp | 68.28%-50.8pp | 373.45%-356.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,829 | $8,101-52.7% | $7,759-50.7% | $6,711-43.0% |
| Admin fee / account holder | $2,817 | $12,402-77.3% | $10,764-73.8% | $11,407-75.3% |