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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 | $113,592 | $197,625-42.5% | $177,840-36.1% | $158,966-28.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 18.66% | 58.76%-40.1pp | 48.32%-29.7pp | 302.95%-284.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,719 | $8,405+39.4% | $7,714+51.9% | $5,983+95.9% |
| Admin fee / account holder | $539 | $15,405-96.5% | $12,431-95.7% | $11,250-95.2% |