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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 | $142,486 | $223,823-36.3% | $211,142-32.5% | $154,746-7.9% |
| Participation rate | 95.7% | 87.9%+7.8pp | 87.3%+8.4pp | 80.7%+15.0pp |
| Annual return | 16.20% | 50.39%-34.2pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,397 | $6,787-79.4% | $6,442-78.3% | $4,379-68.1% |
| Participant deferral / active EE | $3,643 | $9,750-62.6% | $9,284-60.8% | $6,730-45.9% |
| Admin fee / account holder | $1,594 | $19,707-91.9% | $19,076-91.6% | $14,365-88.9% |