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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 | $154,658 | $108,942+42.0% | $100,415+54.0% | $145,897+6.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 58.27%-47.3pp | 49.47%-38.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,311 | $8,461+57.3% | $8,091+64.5% | $6,689+99.0% |
| Admin fee / account holder | $6,112 | $9,702-37.0% | $7,906-22.7% | $13,390-54.4% |