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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 | $83,487 | $107,353-22.2% | $92,903-10.1% | $152,885-45.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 19.07% | 145.62%-126.5pp | 109.43%-90.4pp | 345.39%-326.3pp |
| Employer contribution / active EE | $630 | $4,222-85.1% | $3,653-82.8% | $4,763-86.8% |
| Participant deferral / active EE | $3,484 | $4,848-28.1% | $4,238-17.8% | $5,851-40.5% |
| Admin fee / account holder | $30,792 | $7,081+334.9% | $5,795+431.4% | $11,598+165.5% |