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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 | $43,849 | $136,860-68.0% | $120,344-63.6% | $154,746-71.7% |
| Participation rate | 94.7% | 79.9%+14.8pp | 76.7%+18.0pp | 80.7%+14.0pp |
| Annual return | 15.17% | 21.38%-6.2pp | 20.30%-5.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $693 | $3,533-80.4% | $3,020-77.0% | $4,379-84.2% |
| Participant deferral / active EE | $4,621 | $5,793-20.2% | $5,135-10.0% | $6,730-31.3% |
| Admin fee / account holder | $1,245 | $15,393-91.9% | $12,742-90.2% | $14,365-91.3% |