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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 | $74,867 | $111,535-32.9% | $105,223-28.8% | $137,256-45.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.50% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $368 | $3,939-90.7% | $3,689-90.0% | $4,156-91.2% |
| Participant deferral / active EE | $4,725 | $5,500-14.1% | $5,072-6.8% | $6,407-26.3% |
| Admin fee / account holder | $1,202 | $9,721-87.6% | $8,859-86.4% | $12,270-90.2% |