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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 | $63,587 | $77,416-17.9% | $69,464-8.5% | $152,897-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.48% | 39.08%-18.6pp | 28.98%-8.5pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,454 | $4,413+182.2% | $3,536+252.2% | $5,851+112.9% |
| Admin fee / account holder | $12,934 | $6,208+108.4% | $3,840+236.8% | $11,599+11.5% |