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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 | $95,476 | $100,060-4.6% | $149,721-36.2% | $70,126+36.1% |
| Participation rate | 71.9% | 83.6%-11.7pp | 87.1%-15.1pp | 69.5%+2.4pp |
| Annual return | 0.00% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,240 | $4,982+125.6% | $6,568+71.1% | $3,332+237.3% |
| Admin fee / account holder | $6,079 | $8,285-26.6% | $11,282-46.1% | $4,645+30.9% |