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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 | $13,708 | $75,541-81.9% | $152,093-91.0% | $82,637-83.4% |
| Participation rate | 87.9% | 66.5%+21.3pp | 77.8%+10.1pp | 68.1%+19.8pp |
| Annual return | 23.49% | 32.56%-9.1pp | 66.36%-42.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,284 | $3,206+2.5% | $5,451-39.8% | $4,126-20.4% |
| Admin fee / account holder | $683 | $6,405-89.3% | $14,497-95.3% | $7,339-90.7% |