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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 | $118,599 | $58,493+102.8% | $84,023+41.2% | $72,976+62.5% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.0%+16.7pp | 69.5%+16.2pp |
| Annual return | 18.96% | 28.93%-10.0pp | 71.32%-52.4pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,115 | $2,394+71.9% | $3,239+27.0% | $3,608+14.1% |
| Admin fee / account holder | $3,993 | $4,569-12.6% | $6,102-34.6% | $5,124-22.1% |