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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 | $127,506 | $157,304-18.9% | $141,197-9.7% | $152,909-16.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 17.97% | 64.34%-46.4pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $522 | $5,263-90.1% | $4,736-89.0% | $4,764-89.0% |
| Participant deferral / active EE | $4,826 | $7,111-32.1% | $6,710-28.1% | $5,851-17.5% |
| Admin fee / account holder | $2,411 | $12,126-80.1% | $10,265-76.5% | $11,601-79.2% |