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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 | $87,521 | $176,120-50.3% | $159,487-45.1% | $167,553-47.8% |
| Participation rate | 90.5% | 85.0%+5.5pp | 82.8%+7.6pp | 82.1%+8.4pp |
| Annual return | 12.92% | 331.95%-319.0pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,623 | $7,752+24.1% | $7,354+30.9% | $6,343+51.7% |
| Admin fee / account holder | $5,591 | $12,561-55.5% | $10,804-48.2% | $12,316-54.6% |