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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 | $141,179 | $183,539-23.1% | $155,556-9.2% | $145,897-3.2% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 11.13% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $827 | $5,315-84.4% | $4,675-82.3% | $4,663-82.3% |
| Participant deferral / active EE | $4,213 | $6,467-34.9% | $5,631-25.2% | $6,689-37.0% |
| Admin fee / account holder | $7,039 | $19,275-63.5% | $15,885-55.7% | $13,390-47.4% |