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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 | $45,039 | $64,359-30.0% | $90,161-50.0% | $70,126-35.8% |
| Participation rate | 85.4% | 70.4%+14.9pp | 76.9%+8.5pp | 69.5%+15.8pp |
| Annual return | 16.81% | 28.13%-11.3pp | 34.89%-18.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,141 | $4,389-28.4% | $5,287-40.6% | $3,332-5.7% |
| Admin fee / account holder | $553 | $3,945-86.0% | $5,943-90.7% | $4,645-88.1% |