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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 | $123,810 | $162,136-23.6% | $152,301-18.7% | $154,746-20.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 16.15% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $502 | $4,890-89.7% | $4,624-89.1% | $4,379-88.5% |
| Participant deferral / active EE | $11,858 | $8,341+42.2% | $8,004+48.2% | $6,730+76.2% |
| Admin fee / account holder | $7,714 | $15,759-51.1% | $14,398-46.4% | $14,365-46.3% |