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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 | $29,125 | $124,351-76.6% | $109,188-73.3% | $167,553-82.6% |
| Participation rate | 79.2% | 79.4%-0.3pp | 75.9%+3.3pp | 82.1%-2.9pp |
| Annual return | 9.65% | 26.04%-16.4pp | 25.76%-16.1pp | 478.89%-469.2pp |
| Employer contribution / active EE | $246 | $4,210-94.2% | $3,723-93.4% | $4,840-94.9% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,476 | $7,975-56.4% | $6,755-48.6% | $12,316-71.8% |