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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 | $68,109 | $165,361-58.8% | $149,715-54.5% | $158,950-57.2% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 15.58% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $474 | $5,103-90.7% | $4,645-89.8% | $4,762-90.1% |
| Participant deferral / active EE | $3,763 | $7,182-47.6% | $6,842-45.0% | $5,983-37.1% |
| Admin fee / account holder | $7,060 | $10,808-34.7% | $9,310-24.2% | $11,248-37.2% |