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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 | $192,089 | $154,193+24.6% | $130,045+47.7% | $139,466+37.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 17.61% | 32.51%-14.9pp | -137.30%+154.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,788 | $6,709+1.2% | $5,820+16.6% | $6,712+1.1% |
| Admin fee / account holder | $2,413 | $13,989-82.8% | $10,600-77.2% | $11,409-78.9% |