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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 | $45,958 | $79,189-42.0% | $102,457-55.1% | $74,400-38.2% |
| Participation rate | 76.1% | 74.8%+1.3pp | 76.5%-0.4pp | 67.2%+8.9pp |
| Annual return | 18.21% | 54.98%-36.8pp | 29.41%-11.2pp | 1367.51%-1349.3pp |
| Employer contribution / active EE | $245 | $2,362-89.6% | $3,022-91.9% | $2,624-90.6% |
| Participant deferral / active EE | $2,554 | $4,415-42.2% | $5,054-49.5% | $4,348-41.3% |
| Admin fee / account holder | $1,413 | $2,002-29.4% | $9,451-85.1% | $1,944-27.3% |