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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 | $41,960 | $85,169-50.7% | $172,755-75.7% | $72,983-42.5% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 19.69% | 27.32%-7.6pp | 802.94%-783.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,640 | $3,260-19.0% | $5,198-49.2% | $3,608-26.8% |
| Admin fee / account holder | $1,096 | $5,880-81.4% | $13,955-92.1% | $5,124-78.6% |