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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 | $141,691 | $160,028-11.5% | $147,080-3.7% | $145,884-2.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 14.96% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $531 | $5,286-89.9% | $4,933-89.2% | $4,662-88.6% |
| Participant deferral / active EE | $15,220 | $8,422+80.7% | $8,066+88.7% | $6,690+127.5% |
| Admin fee / account holder | $20,477 | $15,030+36.2% | $12,989+57.7% | $13,392+52.9% |