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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 | $64,328 | $106,008-39.3% | $92,240-30.3% | $147,586-56.4% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 11.56% | 50.05%-38.5pp | 176.29%-164.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,871 | $4,478+31.1% | $3,897+50.7% | $5,439+7.9% |
| Admin fee / account holder | $558 | $6,333-91.2% | $5,194-89.3% | $10,886-94.9% |