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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 | $23,464 | $59,819-60.8% | $79,583-70.5% | $68,490-65.7% |
| Participation rate | 97.8% | 61.1%+36.7pp | 69.5%+28.3pp | 67.9%+29.9pp |
| Annual return | 21.72% | -12.30%+34.0pp | 0.16%+21.6pp | -7.85%+29.6pp |
| Employer contribution / active EE | $278 | $1,505-81.5% | $2,414-88.5% | $2,597-89.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $956 | $4,835-80.2% | $6,835-86.0% | $5,403-82.3% |