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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 | $97,245 | $126,661-23.2% | $113,397-14.2% | $138,895-30.0% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.5%-3.2pp | 79.9%-6.6pp |
| Annual return | 10.42% | 25.05%-14.6pp | 23.20%-12.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,829 | $5,693-32.7% | $5,076-24.6% | $6,396-40.1% |
| Admin fee / account holder | $1,103 | $14,549-92.4% | $11,957-90.8% | $12,562-91.2% |