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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 | $64,411 | $76,834-16.2% | $108,359-40.6% | $87,485-26.4% |
| Participation rate | 93.5% | 61.7%+31.7pp | 70.1%+23.4pp | 68.9%+24.5pp |
| Annual return | 12.21% | 19.09%-6.9pp | 36.89%-24.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | -$1 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,378 | $3,100+170.3% | $4,137+102.5% | $4,274+96.1% |
| Admin fee / account holder | $18,503 | $6,537+183.0% | $9,741+89.9% | $7,775+138.0% |