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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 | $100,146 | $123,478-18.9% | $216,567-53.8% | $94,015+6.5% |
| Participation rate | 93.0% | 75.1%+17.9pp | 81.6%+11.4pp | 70.8%+22.2pp |
| Annual return | 12.14% | 23.61%-11.5pp | 12.94%-0.8pp | 17.84%-5.7pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,135 | $4,556+78.6% | $6,191+31.4% | $4,249+91.4% |
| Admin fee / account holder | $2,757 | $12,753-78.4% | $21,981-87.5% | $8,951-69.2% |