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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 | $115,384 | $124,175-7.1% | $108,405+6.4% | $167,536-31.1% |
| Participation rate | 83.3% | 82.3%+1.0pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 14.01% | 1380.13%-1366.1pp | 905.55%-891.5pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,609 | $6,908+24.6% | $6,563+31.2% | $6,342+35.7% |
| Admin fee / account holder | $3,942 | $9,457-58.3% | $7,297-46.0% | $12,315-68.0% |