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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 | $193,687 | $162,821+19.0% | $133,978+44.6% | $158,982+21.8% |
| Participation rate | 77.8% | 83.2%-5.5pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 15.22% | 41.95%-26.7pp | 45.10%-29.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,921 | $5,910-50.6% | $5,047-42.1% | $5,983-51.2% |
| Admin fee / account holder | $12,550 | $11,742+6.9% | $8,930+40.5% | $11,252+11.5% |