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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 | $22,842 | $77,638-70.6% | $156,551-85.4% | $62,881-63.7% |
| Participation rate | 78.9% | 71.2%+7.7pp | 84.0%-5.1pp | 69.3%+9.6pp |
| Annual return | 4.98% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,961 | $3,046-2.8% | $4,871-39.2% | $3,203-7.5% |
| Admin fee / account holder | $1,203 | $5,561-78.4% | $13,028-90.8% | $4,296-72.0% |