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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 | $72,533 | $160,070-54.7% | $147,117-50.7% | $145,897-50.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.02% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $851 | $5,285-83.9% | $4,932-82.7% | $4,663-81.7% |
| Participant deferral / active EE | $8,982 | $8,419+6.7% | $8,065+11.4% | $6,689+34.3% |
| Admin fee / account holder | $3,018 | $15,035-79.9% | $12,993-76.8% | $13,390-77.5% |