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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 | $79,442 | $102,429-22.4% | $147,096-46.0% | $80,925-1.8% |
| Participation rate | 72.5% | 75.9%-3.4pp | 82.2%-9.7pp | 67.7%+4.8pp |
| Annual return | 11.89% | 135.02%-123.1pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,268 | $6,649-50.8% | $8,071-59.5% | $4,299-24.0% |
| Admin fee / account holder | $4,683 | $7,957-41.1% | $13,005-64.0% | $6,940-32.5% |