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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 | $86,126 | $107,809-20.1% | $97,032-11.2% | $155,188-44.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.79% | 38.06%-21.3pp | 35.38%-18.6pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,299 | $5,129+178.8% | $4,672+206.0% | $6,531+118.9% |
| Admin fee / account holder | $1,488 | $10,717-86.1% | $9,418-84.2% | $14,480-89.7% |