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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 | $64,583 | $162,821-60.3% | $133,978-51.8% | $158,982-59.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.44% | 41.95%-32.5pp | 45.10%-35.7pp | 302.99%-293.5pp |
| Employer contribution / active EE | $292 | $4,976-94.1% | $3,919-92.6% | $4,763-93.9% |
| Participant deferral / active EE | $2,897 | $5,910-51.0% | $5,047-42.6% | $5,983-51.6% |
| Admin fee / account holder | $2,019 | $11,742-82.8% | $8,930-77.4% | $11,252-82.1% |