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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 | $70,267 | $106,524-34.0% | $152,301-53.9% | $87,485-19.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.4%+12.1pp | 68.9%+25.7pp |
| Annual return | 32.57% | 26.89%+5.7pp | 80.50%-47.9pp | 26.06%+6.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,404 | $6,525+105.4% | $8,004+67.5% | $4,274+213.6% |
| Admin fee / account holder | $7,425 | $8,287-10.4% | $14,398-48.4% | $7,775-4.5% |