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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 | $72,478 | $77,358-6.3% | $102,184-29.1% | $87,485-17.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 20.55% | 41.11%-20.6pp | 31.58%-11.0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,626 | $6,753+146.2% | $8,309+100.1% | $4,274+289.0% |
| Admin fee / account holder | $5,315 | $6,809-21.9% | $11,609-54.2% | $7,775-31.6% |