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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 | $45,434 | $209,874-78.4% | $189,537-76.0% | $167,536-72.9% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 17.35% | 748.61%-731.3pp | 555.34%-538.0pp | 478.82%-461.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,644 | $8,934+8.0% | $8,220+17.3% | $6,342+52.1% |
| Admin fee / account holder | $523 | $14,299-96.3% | $12,048-95.7% | $12,315-95.8% |