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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 | $84,379 | $89,370-5.6% | $141,197-40.2% | $72,976+15.6% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 20.48% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,976 | $5,419+65.7% | $6,710+33.8% | $3,608+148.8% |
| Admin fee / account holder | $21,200 | $5,957+255.9% | $10,265+106.5% | $5,124+313.7% |