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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 | $24,824 | $106,749-76.7% | $145,433-82.9% | $82,448-69.9% |
| Participation rate | 71.9% | 75.6%-3.8pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 19.13% | 27.59%-8.5pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $196 | $3,444-94.3% | $4,554-95.7% | $2,551-92.3% |
| Participant deferral / active EE | $4,001 | $6,519-38.6% | $7,897-49.3% | $4,139-3.4% |
| Admin fee / account holder | $1,382 | $8,390-83.5% | $13,129-89.5% | $7,234-80.9% |