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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 | $101,415 | $157,276-35.5% | $141,177-28.2% | $152,885-33.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.83% | 64.33%-41.5pp | 71.40%-48.6pp | 345.39%-322.6pp |
| Employer contribution / active EE | $656 | $5,262-87.5% | $4,736-86.1% | $4,763-86.2% |
| Participant deferral / active EE | $4,536 | $7,110-36.2% | $6,710-32.4% | $5,851-22.5% |
| Admin fee / account holder | $477 | $12,123-96.1% | $10,263-95.3% | $11,598-95.9% |