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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 | $39,845 | $91,559-56.5% | $133,978-70.3% | $79,856-50.1% |
| Participation rate | 76.5% | 73.3%+3.1pp | 79.8%-3.4pp | 69.6%+6.8pp |
| Annual return | 62.05% | 61.85%+0.2pp | 45.10%+16.9pp | 31.71%+30.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,766 | $3,734+0.9% | $5,047-25.4% | $3,741+0.7% |
| Admin fee / account holder | $7,045 | $6,321+11.4% | $8,930-21.1% | $5,306+32.8% |