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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 | $23,575 | $183,627-87.2% | $155,602-84.8% | $145,978-83.9% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 11.32% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $970 | $5,316-81.8% | $4,675-79.3% | $4,662-79.2% |
| Participant deferral / active EE | $2,692 | $6,466-58.4% | $5,629-52.2% | $6,690-59.8% |
| Admin fee / account holder | $712 | $19,327-96.3% | $15,923-95.5% | $13,400-94.7% |