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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 | $135,256 | $165,399-18.2% | $149,745-9.7% | $158,982-14.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.73% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $14 | $5,105-99.7% | $4,646-99.7% | $4,763-99.7% |
| Participant deferral / active EE | $8,519 | $7,183+18.6% | $6,843+24.5% | $5,983+42.4% |
| Admin fee / account holder | $1,870 | $10,811-82.7% | $9,312-79.9% | $11,252-83.4% |