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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 | $33,261 | $63,365-47.5% | $91,994-63.8% | $72,976-54.4% |
| Participation rate | 71.1% | 72.5%-1.5pp | 78.6%-7.6pp | 69.5%+1.6pp |
| Annual return | 27.93% | 35.35%-7.4pp | 69.04%-41.1pp | 81.02%-53.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,596 | $4,883-46.8% | $5,924-56.2% | $3,608-28.0% |
| Admin fee / account holder | $1,123 | $4,670-75.9% | $7,744-85.5% | $5,124-78.1% |