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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 | $51,434 | $100,805-49.0% | $86,698-40.7% | $134,532-61.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -17.39% | 29.09%-46.5pp | 35.95%-53.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,064 | $5,339-42.6% | $4,656-34.2% | $6,401-52.1% |
| Admin fee / account holder | $482 | $10,925-95.6% | $7,493-93.6% | $11,429-95.8% |