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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 | $230,282 | $227,399+1.3% | $189,758+21.4% | $198,609+15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.42% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $22,270 | $6,837+225.7% | $5,856+280.3% | $6,977+219.2% |
| Admin fee / account holder | $566 | $25,162-97.7% | $20,388-97.2% | $19,030-97.0% |