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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 | $69,980 | $110,137-36.5% | $161,149-56.6% | $82,637-15.3% |
| Participation rate | 95.0% | 72.4%+22.6pp | 78.8%+16.2pp | 68.1%+26.9pp |
| Annual return | 14.47% | 20.69%-6.2pp | 21.16%-6.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $259 | $2,856-90.9% | $4,360-94.1% | $2,552-89.9% |
| Participant deferral / active EE | $3,670 | $4,575-19.8% | $6,153-40.4% | $4,126-11.1% |
| Admin fee / account holder | $1,390 | $9,467-85.3% | $15,194-90.9% | $7,339-81.1% |