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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 | $93,584 | $82,674+13.2% | $125,381-25.4% | $68,486+36.6% |
| Participation rate | 78.4% | 75.1%+3.4pp | 82.4%-3.9pp | 67.9%+10.5pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.31%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $389 | $3,382-88.5% | $4,815-91.9% | $2,597-85.0% |
| Participant deferral / active EE | $5,154 | $6,111-15.7% | $7,448-30.8% | $4,028+28.0% |
| Admin fee / account holder | $6,997 | $6,277+11.5% | $10,007-30.1% | $5,404+29.5% |