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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 | $53,104 | $106,008-49.9% | $92,240-42.4% | $147,586-64.0% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 12.15% | 50.05%-37.9pp | 176.29%-164.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $562 | $4,333-87.0% | $3,680-84.7% | $4,876-88.5% |
| Participant deferral / active EE | $2,681 | $4,478-40.1% | $3,897-31.2% | $5,439-50.7% |
| Admin fee / account holder | $8,014 | $6,333+26.5% | $5,194+54.3% | $10,886-26.4% |