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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 | $57,951 | $95,453-39.3% | $112,040-48.3% | $82,448-29.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.56% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $358 | $2,318-84.5% | $2,954-87.9% | $2,551-86.0% |
| Participant deferral / active EE | $5,848 | $4,224+38.4% | $5,098+14.7% | $4,139+41.3% |
| Admin fee / account holder | $1,603 | $9,013-82.2% | $12,098-86.8% | $7,234-77.8% |