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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 | $114,377 | $183,516-37.7% | $155,534-26.5% | $145,884-21.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.18% | 61.43%-34.2pp | 64.92%-37.7pp | 551.85%-524.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,630+261.1% | $6,690+204.0% |
| Admin fee / account holder | $7,370 | $19,293-61.8% | $15,900-53.6% | $13,392-45.0% |