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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 | $128,646 | $106,524+20.8% | $152,301-15.5% | $87,485+47.1% |
| Participation rate | 86.1% | 75.8%+10.4pp | 82.4%+3.7pp | 68.9%+17.2pp |
| Annual return | 18.19% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,577 | $6,525+16.1% | $8,004-5.3% | $4,274+77.3% |
| Admin fee / account holder | $2,185 | $8,287-73.6% | $14,398-84.8% | $7,775-71.9% |