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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 | $56,759 | $87,166-34.9% | $76,735-26.0% | $137,256-58.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.35% | 26.50%-10.1pp | 29.77%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,158 | $4,726+199.6% | $4,088+246.3% | $6,407+121.0% |
| Admin fee / account holder | $2,201 | $8,403-73.8% | $7,189-69.4% | $12,270-82.1% |