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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 | $27,022 | $148,629-81.8% | $135,982-80.1% | $139,487-80.6% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 19.31% | 79.33%-60.0pp | 68.32%-49.0pp | 373.84%-354.5pp |
| Employer contribution / active EE | $595 | $5,247-88.7% | $4,859-87.7% | $4,755-87.5% |
| Participant deferral / active EE | $6,658 | $8,102-17.8% | $7,760-14.2% | $6,713-0.8% |
| Admin fee / account holder | $3,925 | $12,406-68.4% | $10,767-63.5% | $11,407-65.6% |