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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 | $179,790 | $183,988-2.3% | $162,177+10.9% | $152,897+17.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 23.76% | 150.79%-127.0pp | 115.60%-91.8pp | 345.43%-321.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,916 | $8,032-1.5% | $7,297+8.5% | $5,851+35.3% |
| Admin fee / account holder | $1,992 | $13,123-84.8% | $10,843-81.6% | $11,599-82.8% |