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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 | $109,627 | $227,566-51.8% | $189,558-42.2% | $167,518-34.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 14.57% | 78.43%-63.9pp | 64.19%-49.6pp | 478.71%-464.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,007 | $7,002-42.8% | $6,174-35.1% | $6,342-36.8% |
| Admin fee / account holder | $815 | $11,881-93.1% | $9,809-91.7% | $12,312-93.4% |