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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 | $70,696 | $162,812-56.6% | $133,971-47.2% | $158,966-55.5% |
| Participation rate | 76.2% | 83.2%-7.0pp | 79.8%-3.6pp | 82.0%-5.8pp |
| Annual return | 9.20% | 41.94%-32.7pp | 45.09%-35.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $488 | $4,976-90.2% | $3,919-87.6% | $4,762-89.8% |
| Participant deferral / active EE | $3,820 | $5,910-35.4% | $5,047-24.3% | $5,983-36.2% |
| Admin fee / account holder | $2,609 | $11,741-77.8% | $8,929-70.8% | $11,250-76.8% |