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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 | $56,391 | $56,116+0.5% | $135,768-58.5% | $86,983-35.2% |
| Participation rate | 96.7% | 60.1%+36.5pp | 71.1%+25.6pp | 69.5%+27.1pp |
| Annual return | 13.19% | 125.33%-112.1pp | 526.10%-512.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,521 | $2,690+105.3% | $3,977+38.8% | $4,194+31.6% |
| Admin fee / account holder | $4,477 | $4,314+3.8% | $7,048-36.5% | $7,856-43.0% |