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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 | $111,221 | $106,749+4.2% | $145,433-23.5% | $82,448+34.9% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | -$67 | $3,444-102.0% | $4,554-101.5% | $2,551-102.6% |
| Participant deferral / active EE | $4,282 | $6,519-34.3% | $7,897-45.8% | $4,139+3.5% |
| Admin fee / account holder | $3,363 | $8,390-59.9% | $13,129-74.4% | $7,234-53.5% |