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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 | $213,527 | $197,625+8.0% | $177,840+20.1% | $158,966+34.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 15.88% | 58.76%-42.9pp | 48.32%-32.4pp | 302.95%-287.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,536 | $8,405-46.0% | $7,714-41.2% | $5,983-24.2% |
| Admin fee / account holder | $1,770 | $15,405-88.5% | $12,431-85.8% | $11,250-84.3% |