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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 | $38,988 | $157,304-75.2% | $141,197-72.4% | $152,909-74.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.46% | 64.34%-39.9pp | 71.41%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $696 | $5,263-86.8% | $4,736-85.3% | $4,764-85.4% |
| Participant deferral / active EE | $4,057 | $7,111-42.9% | $6,710-39.5% | $5,851-30.7% |
| Admin fee / account holder | $477 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |