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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 | $24,266 | $72,071-66.3% | $68,368-64.5% | $137,256-82.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 18.65% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,588 | $4,410-18.6% | $4,123-13.0% | $6,407-44.0% |
| Admin fee / account holder | $362 | $5,336-93.2% | $5,150-93.0% | $12,270-97.0% |