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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 | $224,514 | $78,707+185.3% | $117,861+90.5% | $70,126+220.2% |
| Participation rate | 85.2% | 73.2%+12.0pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 20.26% | 23.30%-3.0pp | 335.11%-314.8pp | 73.15%-52.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,999 | $3,297+172.9% | $4,482+100.8% | $3,332+170.1% |
| Admin fee / account holder | $3,984 | $5,066-21.4% | $8,021-50.3% | $4,645-14.2% |