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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 | $37,509 | $103,038-63.6% | $90,324-58.5% | $152,909-75.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 55.54% | 95.25%-39.7pp | 78.15%-22.6pp | 345.46%-289.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,630 | $4,282-38.6% | $3,885-32.3% | $5,851-55.1% |
| Admin fee / account holder | $1,563 | $6,177-74.7% | $5,356-70.8% | $11,601-86.5% |