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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 | $54,019 | $63,355-14.7% | $91,994-41.3% | $72,983-26.0% |
| Participation rate | 76.5% | 72.5%+4.0pp | 78.6%-2.2pp | 69.5%+7.0pp |
| Annual return | 25.87% | 35.35%-9.5pp | 69.03%-43.2pp | 81.01%-55.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,867 | $4,883+122.5% | $5,923+83.5% | $3,608+201.2% |
| Admin fee / account holder | $8,169 | $4,668+75.0% | $7,743+5.5% | $5,124+59.4% |