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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 | $136,373 | $107,733+26.6% | $92,985+46.7% | $154,746-11.9% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 13.84% | 30.39%-16.6pp | 27.99%-14.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,339 | $5,053+104.6% | $4,377+136.2% | $6,730+53.6% |
| Admin fee / account holder | $3,586 | $11,369-68.5% | $9,463-62.1% | $14,365-75.0% |