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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 | $77,496 | $105,210-26.3% | $159,487-51.4% | $85,851-9.7% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 14.99% | 45.08%-30.1pp | 263.71%-248.7pp | 318.63%-303.6pp |
| Employer contribution / active EE | $570 | $3,319-82.8% | $4,831-88.2% | $2,565-77.8% |
| Participant deferral / active EE | $8,929 | $5,946+50.2% | $7,354+21.4% | $3,952+125.9% |
| Admin fee / account holder | $6,074 | $6,934-12.4% | $10,804-43.8% | $6,261-3.0% |