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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 | $61,488 | $81,504-24.6% | $102,437-40.0% | $80,959-24.1% |
| Participation rate | 72.2% | 66.9%+5.3pp | 74.5%-2.3pp | 67.7%+4.5pp |
| Annual return | 14.13% | 25.60%-11.5pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $626 | $3,104-79.8% | $3,871-83.8% | $2,757-77.3% |
| Participant deferral / active EE | $3,364 | $3,871-13.1% | $5,060-33.5% | $4,300-21.8% |
| Admin fee / account holder | $3,194 | $6,719-52.5% | $8,388-61.9% | $6,925-53.9% |