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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 | $167,462 | $211,224-20.7% | $178,505-6.2% | $145,897+14.8% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 17.16% | 30.28%-13.1pp | 27.16%-10.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,294 | $6,966+47.8% | $6,280+63.9% | $6,689+53.9% |
| Admin fee / account holder | $4,803 | $12,109-60.3% | $10,428-53.9% | $13,390-64.1% |