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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 | $185,840 | $117,846+57.7% | $102,434+81.4% | $145,884+27.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.68% | 31.90%-17.2pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,879 | $5,733+194.4% | $5,055+233.9% | $6,690+152.3% |
| Admin fee / account holder | $33,751 | $13,356+152.7% | $9,462+256.7% | $13,392+152.0% |