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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 | $83,896 | $78,428+7.0% | $95,960-12.6% | $79,852+5.1% |
| Participation rate | 86.0% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.4pp |
| Annual return | 13.50% | 19.37%-5.9pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,280 | $3,440-4.6% | $4,167-21.3% | $3,740-12.3% |
| Admin fee / account holder | $1,986 | $5,622-64.7% | $6,797-70.8% | $5,306-62.6% |