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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 | $62,460 | $80,992-22.9% | $96,534-35.3% | $75,173-16.9% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 18.15% | 27.05%-8.9pp | 25.88%-7.7pp | 160.72%-142.6pp |
| Employer contribution / active EE | $440 | $2,283-80.7% | $2,965-85.2% | $2,671-83.5% |
| Participant deferral / active EE | $4,031 | $3,929+2.6% | $4,851-16.9% | $4,126-2.3% |
| Admin fee / account holder | $4,279 | $6,717-36.3% | $8,253-48.2% | $5,651-24.3% |