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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 | $133,161 | $103,008+29.3% | $90,304+47.5% | $152,897-12.9% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 19.70% | 95.22%-75.5pp | 78.13%-58.4pp | 345.43%-325.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,478 | $4,281+28.0% | $3,885+41.0% | $5,851-6.4% |
| Admin fee / account holder | $5,373 | $6,175-13.0% | $5,354+0.4% | $11,599-53.7% |