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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 | $26,811 | $58,848-54.4% | $88,179-69.6% | $82,637-67.6% |
| Participation rate | 77.8% | 57.9%+19.9pp | 69.1%+8.6pp | 68.1%+9.7pp |
| Annual return | 21.90% | 22.76%-0.9pp | 64.97%-43.1pp | 53.51%-31.6pp |
| Employer contribution / active EE | $192 | $1,678-88.6% | $2,549-92.5% | $2,552-92.5% |
| Participant deferral / active EE | $7,704 | $3,124+146.6% | $4,614+67.0% | $4,126+86.7% |
| Admin fee / account holder | $418 | $4,795-91.3% | $7,673-94.6% | $7,339-94.3% |