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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 | $16,436 | $51,638-68.2% | $68,368-76.0% | $82,448-80.1% |
| Participation rate | 73.8% | 63.6%+10.2pp | 73.8%+0.1pp | 68.1%+5.7pp |
| Annual return | 20.24% | 37.53%-17.3pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,418 | $2,914-17.0% | $4,123-41.3% | $4,139-41.6% |
| Admin fee / account holder | $312 | $4,643-93.3% | $5,150-93.9% | $7,234-95.7% |